Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Empower Special Mid Cap Value (Wells Fargo) in their Schedule of Assets, totaling $899K 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 | PROFESSIONAL HOSPITALITY RESOURCES, INC. PROFESSIONAL HOSPITALITY RESOURCES 401(K) PLAN | VIRGINIA BEACH VA | 1,138 | $28.8M | $899K |
