Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding s Allspring Allspring Special Mid Cap Value in their Schedule of Assets, totaling $6.8M 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 | BD. OF TRUST. OF STATIONARY ENGINEERS LOC. 39 ANNUITY STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND | DUBLIN CA | 6,736 | $314.9M | $2.8M |
| 2 | FREEMAN HEALTH SYSTEM FREEMAN EMPLOYEE SAVINGS PLAN | JOPLIN MO | 4,778 | $213.3M | $2.0M |
| 3 | RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A |
ORLANDO FL |
| 203 |
| $40.3M |
| $1.1M |
| 4 | FREEMAN HEALTH SYSTEM FREEMAN RETIREMENT PLAN | JOPLIN MO | 4,631 | $119.6M | $626K |
| 5 | IEX GROUP, INC IEX GROUP, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 162 | $27.5M | $108K |