Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Allspring Special Small Cap Value Fund Institutional Mutual Fund in their Schedule of Assets, totaling $891K 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 | FARMERS EDUCATIONAL & COOP UNION OF AMERICA NORTH DAKOTA DIVISION NORTH DAKOTA FARMERS UNION PENSION PLAN | JAMESTOWN ND | 49 | $12.9M | $297K |
| 2 | FARMERS UNION HOLDING COMPANY AGRARIA INSURANCE COMPANY PENSION PLAN | JAMESTOWN ND | 48 | $10.2M | $224K |
| 3 | DOTHOUSE HEALTH |
DORCHESTER MA |
| 298 |
| $17.0M |
| $210K |
| 4 | AGRARIA INSURANCE COMPANY AGRARIA INSURANCE COMPANY PENSION PLAN | JAMESTOWN ND | 60 | $8.7M | $160K |
