Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Allspring Spec M Cap Val Inst in their Schedule of Assets, totaling $1.9M 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 | WARD TRANSPORT & LOGISTICS CORP. WARD TRANSPORT & LOGISTICS CORP. 401(K) PROFIT SHARING PLAN | ALTOONA PA | 1,600 | $87.6M | $944K |
| 2 | OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. OPEN ACCESS TECHNOLOGY INTERNATIONAL, INC. 401(K) PLAN | BLOOMINGTON MN | 275 | $79.8M | $714K |
| 3 | IVOCLAR VIVADENT, INC. |
AMHERST NY |
| 494 |
| $114.2M |
| $95K |
| 4 | TELEFONICA GLOBAL SOLUTIONS USA, INC. TELEFONICA GLOBAL SOLUTIONS USA, INC., 401(K) PLAN | MIAMI FL | 97 | $33.4M | $92K |
| 5 | JEWISH FAMILY SERVICE OF DALLAS, INC. JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN | DALLAS TX | 91 | $6.4M | $20K |
