Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Allspring Special Mid Cap Value R6 Mutual fund N/A in their Schedule of Assets, totaling $5.6M 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 | HEART HOSPITAL OF SOUTH DAKOTA, LLC AVERA HEART HOSPITAL SOUTH DAKOTA AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN | SIOUX FALLS SD | 677 | $51.5M | $2.0M |
| 2 | CLEAN ENERGY CLEAN ENERGY 401(K) PLAN | NEWPORT BEACH CA | 559 | $75.9M | $1.3M |
| 3 | SUMMIT AUTOMOTIVE PARTNERS |
CENTENNIAL CO |
| 770 |
| $37.7M |
| $843K |
| 4 | YES& COMPANIES LLC YES& COMPANIES EMPLOYEE SAVINGS PLAN | LAS VEGAS NV | 789 | $17.1M | $451K |
| 5 | CPP, INC. CPP, INC. 401(K) PLAN | FORT COLLINS CO | 115 | $11.4M | $219K |
| 6 | COREL INC. COREL INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 147 | $33.5M | $192K |
| 7 | THE ALBERT M. HIGLEY CO., LLC THE ALBERT M. HIGLEY COMPANY EMPLOYEES RETIREMENT PLAN & TRUST | CLEVELAND OH | 139 | $17.6M | $145K |
| 8 | SIOUX VALLEY MEMORIAL HOSPITAL ASSOCIATION D/B/A CHEROKEE REGIONAL MED CHEROKEE REGIONAL MEDICAL CENTER TAX DEFERRED ANNUITY PLAN | CHEROKEE IA | 279 | $22.4M | $130K |
| 9 | KORBER PHARMA, INC. KORBER PHARMA, INC. SAVINGS PLAN | FARGO ND | 192 | $18.6M | $127K |
| 10 | AVERA HEALTH PLANS, INC. MY 401(K) RETIREMENT PLAN (FORMERLY AVERA HEALTH PROGRAM PENSION PLAN) | SIOUX FALLS SD | 401 | $24.3M | $70K |
