Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Wells Fargo Co New in their Schedule of Assets, totaling $26.5M 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 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $10.1M |
| 2 | MCMASTER-CARR SUPPLY COMPANY MCMASTER-CARR SUPPLY COMPANY PROFIT SHARING TRUST | ELMHURST IL | 4,333 | $3.0B | $8.9M |
| 3 | OGE ENERGY CORP. |
OKLAHOMA CITY OK |
| 730 |
| $280.7M |
| $1.6M |
| 4 | HERBERT SMITH FREEHILLS KRAMER (US) LLP KRAMER LEVIN NAFTALIS & FRANKEL MASTER TRUST | NEW YORK NY | — | $776.2M | $1.3M |
| 5 | CITGO PETROLEUM CORPORATION CITGO PETROLEUM CORPORATION DEFINED CONTRIBUTION MASTER TRUST | HOUSTON TX | — | $1.3B | $1.2M |
| 6 | BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART B IBEW LOCAL 332 PENSION PLAN PART B | SAN JOSE CA | 2,150 | $885.7M | $893K |
| 7 | IBEW LU 363 PENSION IBEW LOCAL UNION 363 PENSION | HARRIMAN NY | 721 | $157.4M | $347K |
| 8 | IBEW JOINT PENSION FUND LOCAL 456 I.B.E.W. LOCAL 456 PENSION PLAN | WEST TRENTON NJ | 712 | $301.8M | $338K |
| 9 | METRO - ILA FRINGE BENEFIT FUND METRO-ILA FRINGE BENEFIT FUND | RUTHERFORD NJ | 1,012 | $81.6M | $318K |
| 10 | KINDER MORGAN, INC. KINDER MORGAN RETIREMENT PLAN MASTER TRUST | HOUSTON TX | — | $1.7B | $261K |
