Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Wells Fargo Advantage Spec MD CP VAL I in their Schedule of Assets, totaling $583K 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 | CORBINS SERVICE ELECTRIC, LLC CORBINS ELECTRIC SAVINGS AND RETIREMENT PLAN | PHOENIX AZ | 565 | $15.8M | $505K |
| 2 | CHAS ROBERTS AIR CONDITIONING, INC. CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN | PHOENIX AZ | 665 | $29.2M | $78K |
