Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Minnesota Life Insurance Company Vanguard Wellesley Income Adm in their Schedule of Assets, totaling $2.0M 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 | PLANT/ALLISON CORPORATION PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN | SAN FRANCISCO CA | 123 | $60.3M | $1.8M |
| 2 | SUDLER AND COMPANY, INC. SBG EMPLOYEE 401(K) PLAN AND TRUST | CHICAGO IL | 174 | $11.9M | $106K |
