Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Wells Fargo Special Mid Cap Value Fund # in their Schedule of Assets, totaling $7.2M 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 | MEDIAOCEAN LLC MEDIAOCEAN LLC 401(K) PLAN | NEW YORK NY | 668 | $209.2M | $1.9M |
| 2 | BROCKTON NEIGHBORHOOD HEALTH CENTER BROCKTON NEIGHBORHOOD HEALTH CENTER 403(B) PLAN | BROCKTON MA | 755 | $29.3M | $1.0M |
| 3 | CULMEN INTERNATIONAL, LLC CULMEN INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
ALEXANDRIA VA |
| 340 |
| $31.4M |
| $826K |
| 4 | COGHLIN COMPANIES, INC. COGHLIN COMPANIES EMPLOYEE PROFIT SHARING PLAN AND TRUST | WESTBOROUGH MA | 700 | $57.7M | $611K |
| 5 | HINTON TRANSPORTATION INVESTMENTS, INC. PROJECT EMPLOYEE 401K RETIREMENT PLAN | BYRON CENTER MI | 813 | $36.0M | $453K |
| 6 | SAMSON MANAGEMENT SAMSON MANAGEMENT 401(K) SAVINGS PLAN | FOREST HILLS NY | 79 | $21.4M | $365K |
| 7 | IVES BANK IVES BANK SAVINGS PLAN | DANBURY CT | 191 | $25.8M | $342K |
| 8 | ARCTOS, LLC ARCTOS, LLC 401(K) PLAN | BEAVERCREEK OH | 156 | $33.1M | $270K |
| 9 | CENNIAL COMPANY, INC. CENNIAL COMPANY, INC. 401(K) PROFIT SHARING PLAN | CRANBERRY TOWNSHIP PA | 1,354 | $11.0M | $230K |
| 10 | FORWARD SPACE LLC FORWARD SPACE RETIREMENT PLAN | WOOD DALE IL | 110 | $16.9M | $178K |
