Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Wells Fargo Sp Mid Cap Value in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIRST CITIZENS NATIONAL BANK FIRST CITIZENS NATIONAL BANK 401(K) PLAN | DYERSBURG TN | 277 | $36.9M | $1.0M |
| 2 | KOSTAL OF AMERICA INC. KOSTAL OF AMERICA, INC. 401(K) PLAN | TROY MI | 483 | $87.6M | $592K |
