Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wells Fargo Special Mid Cap Value Fund - Class R6 in their Schedule of Assets, totaling $1.0M 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 | RKL LLP RKL LLP 401(K) PLAN | LANCASTER PA | 665 | $122.9M | $866K |
| 2 | ANALYTIC PARTNERS, INC. ANALYTIC PARTNERS, INC. 401(K) PLAN | MIAMI FL | 325 | $28.7M | $103K |
| 3 | ROOT 2 LLC ROOT 2 LLC 401(K) PLAN | NEW YORK NY | 526 |
| $1.5M |
| $46K |
