Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wells Fargo Special Small Cap Value in their Schedule of Assets, totaling $29.9M 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 | BNP PARIBAS BNP PARIBAS 401K SAVINGS PLAN | NEW YORK NY | 3,655 | $2.2B | $29.3M |
| 2 | HUGH CHATHAM MEMORIAL HOSPITAL, INC. HUGH CHATHAM MEMORIAL HOSPITAL, INC. 401(K) PLAN | ELKIN NC | 944 | $52.9M | $659K |
| 3 | PENINSULA COMMUNITY HEALTH SERVICES PENINSULA COMMUNITY HEALTH SERVICES 403(B) PLAN |
BREMERTON WA |
| 278 |
| $12.3M |
| $6K |
