Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Allspring Special Mid-Cap Value in their Schedule of Assets, totaling $27.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GEODIS LOGISTICS, LLC GEODIS USA RETIREMENT PLAN | BRENTWOOD TN | 14,100 | $341.3M | $3.8M |
| 2 | THE GREENBRIER COMPANIES, INC. THE GREENBRIER COMPANIES 401(K) RETIREMENT SAVINGS PLAN | LAKE OSWEGO OR | 2,291 | $260.7M | $2.9M |
| 3 | LOUIS PADNOS IRON & METAL COMPANY LOUIS PADNOS IRON & METAL COMPANY SAVINGS AND RETIREMENT PLAN |
GRANDVILLE MI |
| 928 |
| $103.0M |
| $2.7M |
| 4 | LEE HY CONSTRUCTION LLC LEE HY CONSTRUCTION LLC 401(K) PLAN | ROCKVILLE VA | 75 | $10.2M | $2.5M |
| 5 | HUNT ELECTRIC CORPORATION HUNT ELECTRIC CORPORATION AND ECSI 401(K) PROFIT SHARING PLAN | EAGAN MN | 420 | $85.7M | $2.1M |
| 6 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $1.8M |
| 7 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $1.6M |
| 8 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $1.1M |
| 9 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN | PRINCETON NJ | 154 | $68.8M | $1.1M |
| 10 | HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN | CONSHOHOCKEN PA | 599 | $94.9M | $862K |
