Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Allspring Special Small Cap Value Fund N/R in their Schedule of Assets, totaling $3.0M 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 | UNIEK, INC. UNIEK, INC. EMPLOYEES' RETIREMENT PLAN | WAUNAKEE WI | 119 | $26.8M | $802K |
| 2 | BURKE & HERBERT FINANICAL SERVICES CORP. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 472 | $46.1M | $762K |
| 3 | SUMMIT FINANCIAL GROUP, INC. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN |
MOOREFIELD WV |
| 487 |
| $43.0M |
| $702K |
| 4 | CARRINGTON HOLDING COMPANY, LLC CARRINGTON 401(K) PLAN | ALISO VIEJO CA | 2,646 | $128.6M | $644K |
| 5 | NASCO EDUCATION LLC NASCO 401(K) PLAN | FORT ATKINSON WI | 312 | $20.8M | $45K |