Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Trust Company Allspring Special Mid Cap Value R6 Fund in their Schedule of Assets, totaling $1.4M 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 | PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION, INC. PROJECT HOPE EMPLOYEES RETIREMENT PLAN | WASHINGTON DC | 181 | $33.0M | $1.2M |
| 2 | HONOR CREDIT UNION HONOR CREDIT UNION 401(K) PLAN | BERRIEN SPRINGS MI | 453 | $40.9M | $259K |
