Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Allspring Special Mid Cap Value Fund Class R6 Mutual fund - in their Schedule of Assets, totaling $31.3M 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 | APOLLO MANAGEMENT HOLDINGS, LP APOLLO MANAGEMENT HOLDINGS, LP 401(K) PLAN | GREENWICH CT | 1,966 | $396.2M | $5.9M |
| 2 | HEICO CORPORATION HEICO SAVINGS AND INVESTMENT PLAN | HOLLYWOOD FL | 6,986 | $1.0B | $5.0M |
| 3 | TSMC NORTH AMERICA INC TSMC NORTH AMERICA 401(K) PLAN |
SAN JOSE CA |
| 654 |
| $278.6M |
| $4.0M |
| 4 | BRACEWELL LLP BRACEWELL LLP 401(K) PLAN A | HOUSTON TX | 412 | $258.0M | $3.1M |
| 5 | INTERFACE, INC. INTERFACE, INC. SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 1,525 | $192.2M | $2.9M |
| 6 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $1.6M |
| 7 | HGC CONSTRUCTION CO. HGC 401(K) SAVINGS PLAN | CINCINNATI OH | 309 | $23.9M | $1.4M |
| 8 | DYNAVAX TECHNOLOGIES CORPORATION DYNAVAX TECHNOLOGIES CORPORATION 401(K) PLAN | EMERYVILLE CA | 258 | $47.9M | $1.1M |
| 9 | MARCUS & MILLICHAP, INC. MARCUS & MILLICHAP, INC. 401(K) PLAN | CALABASAS CA | 836 | $67.1M | $841K |
| 10 | SHOPIFY (USA), INC. SHOPIFY (USA), INC. 401(K) PLAN | NEW YORK NY | 2,044 | $175.7M | $543K |
