Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SEI Trust Company Registered investment company Allspring Spec Sm Cp Value R6 in their Schedule of Assets, totaling $42K 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 | FIRST FED BANK FIRST FED BANK 401(K) PLAN | PORT ANGELES WA | 244 | $20.6M | $24K |
| 2 | MATRIX HUMAN SERVICES MATRIX HUMAN SERVICES TAX SHELTERED ANNUITY PLAN | DETROIT MI | 434 | $4.0M | $14K |
| 3 | CHARLES PRODUCTS INC. CHARLES PRODUCTS INC. 401(K) PROFIT SHARING PLAN & TRUST |
ROCKVILLE MD |
| 204 |
| $6.1M |
| $4K |
