Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Wells Fargo Special Mid Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $70.4M 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 | CADENCE DESIGN SYSTEMS INC CADENCE DESIGN SYSTEMS, INC. 401(K) PLAN | SAN JOSE CA | 3,716 | $2.1B | $69.7M |
| 2 | NANTWORKS, LLC NANTWORKS, LLC RETIREMENT PLAN | LOS ANGELES CA | 922 | $117.2M | $632K |
| 3 | BELLEVUE CHRISTIAN SCHOOL BELLEVUE CHRISTIAN SCHOOL 403(B) PLAN |
CLYDE HILL WA |
| 256 |
| $9.3M |
| $107K |
| 4 | THE RESIDENT HOME CORPORATION DBA ENVISION OHIO THE RESIDENT HOME 401(K) PLAN | CINCINNATI OH | 199 | $3.9M | $8K |