Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding WELLS FARGO & COMPANY 5.574% 7/25/2029 in their Schedule of Assets, totaling $1.8M 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 | BLUE CROSS AND BLUE SHIELD ASSOCIATION NATIONAL RETIREMENT TRUST | CHICAGO IL | — | $2.4B | $1.6M |
| 2 | SERVICE EMPLOYEES INTL UNION LOCAL 2000 HEALTH & WELFARE SERVICE EMPLOYEES INTL UNION LOCAL 2000 HEALTH & WELFARE FUND | ST. LOUIS MO | 356 | $14.3M | $162K |
| 3 | SEIU LOCAL 2000 PENSION FUND |
ST. LOUIS MO |
| 120 |
| $6.1M |
| $51K |
