Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Allspring Special Mid-Cap Value Mutual fund in their Schedule of Assets, totaling $42.1M 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 | WEST BEND INSURANCE COMPANY WEST BEND INSURANCE COMPANY EMPLOYEE SAVINGS PLAN | WEST BEND WI | 1,662 | $463.0M | $12.3M |
| 2 | SHAMROCK TRADING CORPORATION SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 2,503 | $122.1M | $6.4M |
| 3 | INTERACTIVE COMMUNICATIONS INTERNATIONAL, INC. |
ATLANTA GA |
| 2,042 |
| $276.6M |
| $5.3M |
| 4 | ADAPTIVE BIOTECHNOLOGIES CORPORATION ADAPTIVE BIOTECHNOLOGIES CORPORATION 401(K) PLAN | SEATTLE WA | 622 | $66.3M | $2.7M |
| 5 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $2.4M |
| 6 | SMARTSHEET INC. SMARTSHEET INC. 401(K) P/S PLAN | BELLEVUE WA | 2,431 | $273.8M | $2.4M |
| 7 | BOSTON HIGASHI SCHOOL, INC BOSTON HIGASHI SCHOOL RETIREMENT SAVINGS PLAN | RANDOLPH MA | 343 | $33.1M | $1.7M |
| 8 | BIMEDA, INC. BIMEDA, INC. 401(K) RETIREMENT PLAN | OAKBROOK TERRACE IL | 195 | $22.8M | $1.5M |
| 9 | PAC WORLDWIDE CORPORATION PAC WORLDWIDE CORPORATION 401(K) PROFIT SHARING PLAN | REDMOND WA | 986 | $37.4M | $1.3M |
| 10 | BERING STRAITS NATIVE CORPORATION BERING STRAITS NATIVE CORPORATION 401(K) PLAN | ANCHORAGE AK | 2,357 | $108.8M | $1.1M |
