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 in their Schedule of Assets, totaling $4.3M 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 | SYMRISE INC. SYMRISE INC. RETIREMENT PLAN | TETERBORO NJ | 188 | $49.4M | $2.4M |
| 2 | ABARTA, INC. ABARTA, INC. DEFERRED COMPENSATION 401(K) SAVINGS PLAN FOR NON-UNION EMPLOYEES | PITTSBURGH PA | 1,391 | $104.0M | $1.3M |
| 3 | FAMILY HEALTHSERVICES MINNESOTA, P.A. ENTIRA FAMILY CLINICS 401(K) PROFIT SHARING PLAN |
ST. PAUL MN |
| 273 |
| $71.8M |
| $488K |
| 4 | TOUCHSTONE COMMUNITIES 401K PLAN TOUCHSTONE COMMUNITIES 401K PLAN | SAN ANTONIO TX | 3,944 | $32.5M | $43K |
