Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Allspring Special Mid Cap Value Fund N/R in their Schedule of Assets, totaling $2.3M 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 | BURKE & HERBERT FINANICAL SERVICES CORP. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 472 | $46.1M | $988K |
| 2 | SUMMIT FINANCIAL GROUP, INC. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 487 | $43.0M | $875K |
| 3 | MOLDED DIMENSIONS, LLC |
PORT WASHINGTON WI |
| 207 |
| $15.4M |
| $326K |
| 4 | COMMUNITY MENTAL HEALTH AFFILIATES, INC. CMHA 403(B) PLAN | NEW BRITAIN CT | 315 | $14.5M | $60K |
| 5 | NUWAY ALLIANCE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF NUWAY ALLIANCE | MINNEAPOLIS MN | 353 | $12.4M | $14K |
