Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Allspring Global Investments Allspring Special Mid Cap Value Institutional Fund in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASCOT US HOLDING CORPORATION ASCOT 401(K) RETIREMENT PLAN | NEW YORK NY | 530 | $66.5M | $1.6M |
| 2 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | CHICAGO IL | 238 | $166.9M | $1.4M |
| 3 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN |
CHICAGO IA |
| 221 |
| $70.3M |
| $471K |
