Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Allspring Allspring Special Small Cap Value Fund R6 in their Schedule of Assets, totaling $10.3M 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 | DES MOINES ORTHOPAEDIC SURGEONS, P.C. DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN | WEST DES MOINES IA | 325 | $92.7M | $4.1M |
| 2 | SWANSON, MARTIN & BELL, LLP SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 190 | $93.4M | $2.8M |
| 3 | WILMINGTON HEALTH, PLLC |
WILMINGTON NC |
| 1,251 |
| $166.3M |
| $1.6M |
| 4 | EQUITY LIFESTYLE PROPERTIES, INC. EQUITY LIFESTYLE PROPERTIES, INC. RETIREMENT SAVINGS PLAN | CHICAGO IL | 3,328 | $87.1M | $1.1M |
| 5 | CREDIT UNION LOAN SOURCE, LLC CREDIT UNION LOAN SOURCE 401(K) PLAN | ALPHARETTA GA | 137 | $12.1M | $465K |
| 6 | FCL BUILDERS, LLC FCL BUILDERS, LLC 401(K) PLAN | ITASCA IL | 264 | $26.0M | $35K |
| 7 | ARBOR ACRES UNITED METHODIST ARBOR ACRES 403B PLAN | WINSTON SALEM NC | 195 | $13.5M | $31K |
| 8 | THE HONEST COMPANY, INC. THE HONEST COMPANY, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 164 | $22.6M | $29K |
| 9 | CORIUM, LLC CORIUM, LLC 401(K) PLAN | CAMBRIDGE MA | 109 | $31.0M | $15K |
