Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding All Spring Special Mid Cap Value Fund in their Schedule of Assets, totaling $16.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $16.4M |
| 2 | UNITED COMMUNITY & FAMILY SERVICES, INC. UNITED COMMUNITY & FAMILY SERVICES, INC. 401(K) PLAN | NORWICH CT | 343 | $33.8M | $367K |
| 3 | IOWA HEALTH SYSTEM |
WEST DES MOINES IA |
| 781 |
| $65.2M |
| $104K |
| 4 | CONNECTICUT EYE CONSULTANTS PC CONNECTICUT EYE CONSULTANTS PC 401(K) PROFIT SHARING PLAN & TRUST | DANBURY CT | 121 | $30.9M | $4K |