Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Wells Fargo Advantage Spec Md Cp Val R6 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MANAGEMENT HEALTH SYSTEMS, LLC MANAGEMENT HEALTH SYSTEMS, LLC 401(K) PLAN | SUNRISE FL | 3,274 | $21.7M | $658K |
| 2 | MEDICAL HOME ALLIANCE, LLC MEDICAL HOME ALLIANCE 401K PLAN | ORLANDO FL | 450 | $15.9M | $471K |
| 3 | INHEALTH MD ALLIANCE, LLC IMA 401(K) PLAN |
ORLANDO FL |
| 399 |
| $11.9M |
| $367K |
| 4 | GARDNER WHITE FURNITURE COMPANY, INC. GARDNER WHITE FURNITURE COMPANY, INC. 401(K) PLAN | AUBURN HILLS MI | 862 | $21.5M | $345K |
| 5 | PROACTIVE MD MANAGEMENT SERVICES, LLC PROACTIVE MD MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN AND TRUST | SIMPSONVILLE SC | 435 | $8.6M | $43K |
