Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 249 U.S. retirement plans report holding Wells Fargo Co. in their Schedule of Assets, totaling $505.2M 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 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $39.0M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $37.2M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 |
JERSEY CITY NJ |
| — |
| $1.7B |
| $33.9M |
| 4 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $31.3M |
| 5 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $26.7M |
| 6 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $25.1M |
| 7 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY NJ | — | $1.7B | $19.1M |
| 8 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $17.9M |
| 9 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $17.9M |
| 10 | DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND VA | — | $8.3B | $15.8M |
