Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Wells Fargo Bank, N.A. in their Schedule of Assets, totaling $9.6M 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 | THE GI ALLIANCE MANAGEMENT, LLC THE GI ALLIANCE MANAGEMENT 401K SAVINGS PLAN | DALLAS TX | 7,060 | $1.1B | $8.9M |
| 2 | TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND | NORTH BRUNSWICK NJ | 12 | $124.3M | $294K |
| 3 | ANESTHESIA ASSOCIATES OF BOISE |
BOISE ID |
| 161 |
| $15.7M |
| $248K |
| 4 | BOARD OF TRUSTEES - H.F.I.A.W. LOCAL NO.32 PENSION TRUST FUND H.F.I.A.W. LOCAL NO. 32 - PENSION TRUST FUND | HOPATCONG NJ | 202 | $90.3M | $148K |
| 5 | UNITED STEELWORKERS LOCAL 286 LEGAL SERVICES PLAN UNITED STEELWORKERS LOCAL 286 LEGAL SERVICES PLAN | PHILADELPHIA PA | 2,166 | $977K | $33K |
| 6 | TECNICO CORPORATION TECNICO CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | CHESAPEAKE VA | 429 | $92.5M | $25K |
| 7 | BOARD OF DIRECTORS OF PACIFIC SERVICE EMPLOYEES PACIFIC SERVICE EMPLOYEES MEMBER DISABILITY PLAN | CONCORD CA | 2,035 | $2.6M | $20K |
