Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Allspring Special Mid-Cap Value in their Schedule of Assets, totaling $65.9M 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 | CAPE COD HEALTHCARE, INC. CAPE COD HEALTHCARE 403(B) PARTNERSHIP PLAN | HYANNIS MA | 4,934 | $929.2M | $33.8M |
| 2 | GEODIS LOGISTICS, LLC GEODIS USA RETIREMENT PLAN | BRENTWOOD TN | 14,100 | $341.3M | $3.8M |
| 3 | THE GREENBRIER COMPANIES, INC. THE GREENBRIER COMPANIES 401(K) RETIREMENT SAVINGS PLAN |
LAKE OSWEGO OR |
| 2,291 |
| $260.7M |
| $2.9M |
| 4 | LOUIS PADNOS IRON & METAL COMPANY LOUIS PADNOS IRON & METAL COMPANY SAVINGS AND RETIREMENT PLAN | GRANDVILLE MI | 928 | $103.0M | $2.7M |
| 5 | LEE HY CONSTRUCTION LLC LEE HY CONSTRUCTION LLC 401(K) PLAN | ROCKVILLE VA | 75 | $10.2M | $2.5M |
| 6 | HUNT ELECTRIC CORPORATION HUNT ELECTRIC CORPORATION AND ECSI 401(K) PROFIT SHARING PLAN | EAGAN MN | 420 | $85.7M | $2.1M |
| 7 | THE BRADBURY CO., INC. THE BRADBURY COMPANY, INC. PROFIT SHARING 401(K) PLAN | MOUNDRIDGE KS | 482 | $63.1M | $2.1M |
| 8 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $1.8M |
| 9 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $1.6M |
| 10 | TUCKER ARENSBERG PC TUCKER ARENSBERG, P.C. RETIREMENT PLAN | PITTSBURGH PA | 152 | $61.0M | $1.5M |
