Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding s Allspring Special Small Cap Value Fund # in their Schedule of Assets, totaling $2.0M 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 | BANK OZK BANK OZK 401(K) RETIREMENT SAVINGS PLAN | LITTLE ROCK AR | 2,922 | $293.8M | $1.5M |
| 2 | INFORMATION SYSTEMS AUDIT AND CONTROL INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) 401(K) RETIREMENT | SCHAUMBURG IL | 276 | $42.9M | $408K |
| 3 | PERNIX GROUP INC. PERNIX GROUP 401(K) RETIREMENT PLAN |
LOMBARD IL |
| 221 |
| $44.7M |
| $55K |
| 4 | PROTEGIS, LLC PROTEGIS, LLC 401(K) RETIREMENT PLAN | INDEPENDENCE OH | 0 | $14.2M | $40K |
| 5 | EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. PROFIT SHARING PLAN | TOLEDO OH | 181 | $53.8M | $40K |