Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Allspring Special Mid Cap Value Fund Class A in their Schedule of Assets, totaling $4.8M 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 | SUMMIT DENTAL MANAGEMENT, S.C. SUMMIT DENTAL CONSULTING 401(K) PROFIT SHARING PLAN | EAU CLAIRE WI | 543 | $63.0M | $3.0M |
| 2 | WEGNER CPAS, LLP WEGNER CPAS, LLP SALARY SAVINGS PLAN | MADISON WI | 174 | $32.2M | $900K |
| 3 | WEGO CHEMICAL GROUP LP WEGO CHEMICAL GROUP LP 401(K) PLAN |
GREAT NECK NY |
| 115 |
| $16.7M |
| $443K |
| 4 | G & S MOTOR EQUIPMENT CO., INC. G & S MOTOR EQUIPMENT CO., INC. PROFIT SHARING PLAN | KEARNY NJ | 121 | $13.8M | $315K |
| 5 | REVOLUTION MARKETING, LLC REVOLUTION MARKETING, LLC 401(K) PLAN | CHICAGO IL | 140 | $10.6M | $85K |
| 6 | KURZ TRANSFER PRODUCTS, LP KURZ AMERICA EMPLOYEES' CASH-DEFERRED ARRANGEMENT | HUNTERSVILLE NC | 352 | $30.0M | $25K |
| 7 | MAKE THE ROAD NEW YORK MAKE THE ROAD NEW YORK 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN NY | 352 | $12.1M | $23K |
| 8 | ACTION NISSAN, INC. DBA UNIVERSAL NISSAN / UNIVERSAL HYUNDAI ACTION NISSAN, INC. 401(K) PLAN | ORLANDO FL | 228 | $10.8M | $10K |
| 9 | WINDSOR MACHINE & STAMPING (U.S.) LTD WINDSOR MACHINE & STAMPING (U.S.) LTD RETIREMENT SAVINGS PLAN | TAYLOR MI | 126 | $877K | $7K |
