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 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PERFORMANCE BANKERS, INC. PERFORMANCE BANKERS, INC. RETIREMENT SAVINGS PLAN | PIERRE SD | 732 | $101.2M | $1.6M |
| 2 | UNIVERSITY RESEARCH CO., LLC UNIVERSITY RESEARCH CO., LLC EMPLOYEE RETIREMENT PLAN | CHEVY CHASE MD | 151 | $46.6M | $1.1M |
| 3 | TREAN CORPORATION TREAN CORPORATION 401(K) PLAN |
WAYZATA MN |
| 306 |
| $30.3M |
| $192K |
| 4 | ORTHOPEDIC INSTITUTE ORTHOPEDIC INSTITUTE PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SIOUX FALLS SD | 240 | $74.0M | $74K |
