Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Wells Fargo Wells Fargo Precious Metal Institutional in their Schedule of Assets, totaling $282K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHARLES L HEATON, MD. PA HEATON EYE ASSOCIATES RETIREMENT PLAN | TYLER TX | 214 | $14.9M | $282K |
