Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Wells Fargo 4.150% 1/24/29 in their Schedule of Assets, totaling $1.9M 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 | WESTERN STATES OFFICE & PROFESSIONAL EMP WESTERN STATES OFFICE & PROFESSIONAL EMPLOYEES PEN | PORTLAND CA | 469 | $601.2M | $1.9M |
