Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wells Fargo Co New Com Common Stock in their Schedule of Assets, totaling $2.8M 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 | PUGET SOUND ENERGY, INC. RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | BELLEVUE WA | 1,805 | $830.1M | $2.3M |
| 2 | PARK OHIO INDUSTRIES INC PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN | CLEVELAND OH | 1,961 | $158.8M | $492K |
| 3 | BILLINGS CLINIC |
BILLINGS MN |
| 3,579 |
| $23.9M |
| $7K |