Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wells Fargo Allspring Special Small Cap Value in their Schedule of Assets, totaling $824K 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 | MODERN BUILDERS SUPPLY, INCORPORATED MODERN BUILDERS SUPPLY, INC. EMPLOYEES' 401(K) AND PROFIT SHARING PLAN | BOARDMAN OH | 618 | $37.1M | $717K |
| 2 | ACCORDCARE ACCORDCARE 401(K) RETIREMENT PLAN | MARIETTA GA | 3,443 | $1.8M | $78K |
| 3 | INFINITY HEALTH SERVICES, INC. ACTIVA 401(K) RETIREMENT PLAN |
BOYNTON BEACH FL |
| 212 |
| $1.5M |
| $29K |
