Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Allspring Special Mid Cap Value Fund Institutional Class in their Schedule of Assets, totaling $8.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEPSI BOTTLING VENTURES LLC PEPSI BOTTLING VENTURES 401(K) PLAN | RALEIGH NC | 3,141 | $219.7M | $8.2M |
| 2 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN | ARLINGTON VA | 433 | $42.5M | $405K |
| 3 | AMERICAN DIABETES ASSOCIATION |
ARLINGTON VA |
| 431 |
| $20.3M |
| $153K |
| 4 | CALIMIRA, LLC CALIMIRA, LLC 401(K) PLAN | COLUMBUS OH | 811 | $3.0M | $10K |
