Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Delaware Charter Guarantee & Trust Company d/b/a Principal Trust Company Allspring Special Mid Cap Value R6 Fund in their Schedule of Assets, totaling $305K 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 | SUNVERA GROUP, LLC SUNVERA GROUP, LLC 401(K) SAVINGS PLAN | BINGHAM FARMS MI | 507 | $15.2M | $305K |
