Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Allspring Spec Sm Cp Value R6 Mutual Fund 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 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | SPARKS MD | 559 | $68.2M | $1.6M |
| 2 | VALTRONIC TECHNOLOGIES (USA) INC. VALTRONIC TECHNOLOGIES (USA) INC. RETIREMENT SAVINGS PLAN | SOLON OH | 105 | $4.2M | $158K |
| 3 | MDW ASSOCIATES, LLC |
TYSONS VA |
| 228 |
| $18.8M |
| $111K |