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 Mutual Fund N/A in their Schedule of Assets, totaling $2.9M 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 | FIRST INTERSTATE BANCSYSTEM, INC. FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN | BILLINGS MT | 3,478 | $481.7M | $2.0M |
| 2 | UNIVERSAL METAL PRODUCTS, INC. UNIVERSAL METAL PRODUCTS, INC. 401(K) RETIREMENT AND SAVINGS PLAN | WICKLIFFE OH | 238 | $14.6M | $604K |
| 3 | CSB NUTRITION CORPORATION |
SPANISH FORK UT |
| 189 |
| $6.4M |
| $166K |
| 4 | PETE LIEN & SONS, INC. PETE LIEN & SONS, INC. PROFIT SHARING/401(K) PLAN | RAPID CITY SD | 438 | $57.3M | $61K |