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 $17.0M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CITCO TECHNOLOGY MANAGEMENT, INC. CITCO TECHNOLOGY MANAGEMENT, INC. 401(K) RETIREMENT PLAN | FT LAUDERDALE FL | 761 | $271.2M | $5.6M |
| 2 | GOODS STORE, INC. GOOD'S STORE, INC. PROFIT SHARING PLAN | NEW HOLLAND PA | 163 | $17.7M | $1.6M |
| 3 | IVES BANK SAVINGS BANK OF DANBURY TRUSTEED PENSION PLAN | DANBURY CT | 28 | $36.0M | $1.5M |
| 4 | CRUZ ASSOCIATES, INC. CRUZ ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | YORKTOWN VA | 296 | $30.6M | $1.2M |
| 5 | TROUT, EBERSOLE & GROFF, LLP TROUT EBERSOLE & GROFF, LLP RETIREMENT SAVINGS PLAN | LANCASTER PA | 129 | $35.2M | $866K |
| 6 | SARRIS CANDIES, INC. SARRIS CANDIES, INC. PROFIT SHARING 401(K) PLAN | CANONSBURG PA | 204 | $14.6M | $784K |
| 7 | RIGIDPLY RAFTERS, INC. RIGIDPLY RAFTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | RICHLAND PA | 194 | $27.3M | $659K |
| 8 | HAMMOND GROUP, INC. HAMMOND GROUP, INC. 401(K) AND THRIFT PLAN | HAMMOND IN | 90 | $33.0M | $657K |
| 9 | P3I, INCORPORATED P3I, INCORPORATED 401(K) PLAN | HOPKINTON MA | 27 | $12.1M | $588K |
| 10 | AIRX CLIMATE SOLUTIONS, INC. AIRX CLIMATE SOLUTIONS, INC. 401(K) PLAN | YUKON OK | 570 | $31.7M | $580K |
