Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Allspring Special Mid Cap Value Fund Mutual funds - in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 977 | $126.9M | $1.0M |
| 2 | KAISERAIR, INC. KAISERAIR, INC. SAVINGS AND PROFIT SHARING PLAN | OAKLAND CA | 157 | $25.8M | $261K |
| 3 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN |
| 1,183 |
| $85.5M |
| $236K |
| 4 | SURGICAL SPECIALISTS OF CHARLO SURGICAL SPECIALISTS OF CHARLO 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE NC | 83 | $27.7M | $225K |
| 5 | SAGAMORE PLUMBING & HEATING LLC SAGAMORE PLUMBING & HEATING LLC 401(K) PROFIT SHARING PLAN | HINGHAM MA | 94 | $15.5M | $185K |
| 6 | ASTROPHYSICS, INC. ASTROPHYSICS, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 148 | $8.1M | $85K |
| 7 | SAIL ENERGY, LLC SAIL ENERGY 401(K) PLAN | PORTSMOUTH NH | 199 | $7.7M | $76K |
| 8 | WHATABURGER OF MESQUITE, INC. WHATABURGER OF MESQUITE, INC. PROFIT SHARING PLAN | MESQUITE TX | 612 | $3.5M | $41K |
| 9 | LTCT HOLDINGS LLC LIBERTY TAX & COMMUNITY TAX 401(K) PLAN | HURST TX | 402 | $13.4M | $36K |
| 10 | LEADING PLAN SOLUTIONS, INC. LEADING PLAN SOLUTIONS POOLED EMPLOYER PLAN #1 | SEATTLE WA | 517 | $51.5M | $8K |
