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 Small Company Value Fund in their Schedule of Assets, totaling $244K 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 | EDUCATIONAL FEDERAL CREDIT UNION EDUCATIONAL FEDERAL CREDIT UNION | MIAMI FL | 338 | $45.1M | $244K |
