Form 5500 Search

Wells Fargo Special MID CAP Value A

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 39 retirement plans report an interest in this investment, totaling $16.3M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
39
Reported interest (EOY)
$16.3M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 3 name variants: Wells Fargo Special MID CAP Value A, Wells Fargo Special MID CAP Value, Wells Fargo Special MID CAP Value R. Counts combine all variants of the same investment.

Plans holding Wells Fargo Special MID CAP Value Aranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1CITCO TECHNOLOGY MANAGEMENT, INC.
CITCO TECHNOLOGY MANAGEMENT, INC. 401(K) RETIREMENT PLAN
FT LAUDERDALE
FL
761$271.2M$5.6M
2GOODS STORE, INC.
GOOD'S STORE, INC. PROFIT SHARING PLAN
NEW HOLLAND
PA
163$17.7M$1.6M
3IVES BANK
SAVINGS BANK OF DANBURY TRUSTEED PENSION PLAN
DANBURY
CT
28$36.0M$1.5M
4CRUZ ASSOCIATES, INC.
CRUZ ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
YORKTOWN
VA
332$35.2M$1.2M
5TROUT, EBERSOLE & GROFF, LLP
TROUT EBERSOLE & GROFF, LLP RETIREMENT SAVINGS PLAN
LANCASTER
PA
138$39.0M$1.0M
6SARRIS CANDIES, INC.
SARRIS CANDIES, INC. PROFIT SHARING 401(K) PLAN
CANONSBURG
PA
204$14.6M$784K
7RIGIDPLY RAFTERS, INC.
RIGIDPLY RAFTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN
RICHLAND
PA
194$27.3M$659K
8HAMMOND GROUP, INC.
HAMMOND GROUP, INC. 401(K) AND THRIFT PLAN
HAMMOND
IN
90$33.0M$657K
9AIRX CLIMATE SOLUTIONS, INC.
AIRX CLIMATE SOLUTIONS, INC. 401(K) PLAN
YUKON
OK
570$31.7M$580K
10PEOPLESBANK
PEOPLESBANK DEFINED BENEFIT PENSION PLAN
HOLYOKE
MA
44$19.8M$477K
See all 39 plans holding Wells Fargo Special MID CAP Value A
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Plans holding Wells Fargo Special MID CAP Value A — Form 5500