Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding SEI Trust Company Allspring Special Mid Cap Value Fund in their Schedule of Assets, totaling $4.5M 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 | NEW BELGIUM BREWING COMPANY, INC. NEW BELGIUM BREWING COMPANY, INC. 401(K) PLAN | FORT COLLINS CO | 1,334 | $197.1M | $2.9M |
| 2 | MCCOY GROUP, INC. MCCOY GROUP, INC. 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 4,021 | $266.7M | $1.3M |
| 3 | JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES |
NEW YORK NY |
| 1,832 |
| $30.9M |
| $233K |
| 4 | ACCESS TELECARE, LLC ACCESS TELECARE 401(K) PLAN | DALLAS TX | 478 | $31.2M | $69K |