Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Allspring Special Small Cap Value Inst in their Schedule of Assets, totaling $6.7M 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 | TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 455 | $207.5M | $3.0M |
| 2 | DIGITAL FEDERAL CREDIT UNION DIGITAL FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 1,737 | $221.3M | $3.0M |
| 3 | LANDMARK SERVICES COOPERATIVE |
COTTAGE GROVE WI |
| 423 |
| $65.2M |
| $336K |
| 4 | KEENELAND ASSOCIATION, INC. KEENELAND ASSOCIATION, INC. 401(K) PLAN | LEXINGTON KY | 405 | $18.8M | $187K |
| 5 | THE CURTIS INSTITUTE OF MUSIC THE CURTIS INSTITUTE OF MUSIC RETIREMENT PLAN | PHILADELPHIA PA | 66 | $13.5M | $90K |
| 6 | COS BAR USA, INC. COS BAR USA, INC. 401(K) PLAN | SANFORD NC | 104 | $3.1M | $29K |
| 7 | INFINITY COMMUNICATIONS, LLC INFINITY COMMUNICATIONS 401(K) PLAN | DURHAM NC | 112 | $4.3M | $25K |
| 8 | SPOKANE UNITED METHODIST HOMES, INC SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | SPOKANE WA | 472 | $15.1M | $4 |
