Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wells Fargo Wells Fargo Special Mid Cap Value Fund in their Schedule of Assets, totaling $988K 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 | RICHARD A. ALAIMO ASSOCIATES RICHARD A. ALAIMO ASSOCIATES SAVINGS AND INVESTMENT PLAN | MOUNT HOLLY NJ | 97 | $41.3M | $431K |
| 2 | WINEGARD COMPANY WINEGARD COMPANY PROFIT SHARING & 401(K) PLAN | BURLINGTON IA | 206 | $26.1M | $365K |
| 3 | THE WESLEY COMMUNITIES THE WESLEY COMMUNITIES 403(B) PLAN |
COLUMBUS OH |
| 0 |
| $0 |
| $192K |
