Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group Vanguard Wellesley Income Admiral in their Schedule of Assets, totaling $3.1M 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 | GOLDEN STATE RETIREMENT PLAN MEP BOARD OF DIRECTORS GOLDEN STATE RETIREMENT PLAN MEP BY VASINDAS AROUND THE CLOCK | WHITE PLAINS NY | 112 | $4.5M | $3.0M |
| 2 | ETHOS BEAUTY PARTNERS ETHOS BEAUTY PARTNERS 401(K) PROFIT SHARING PLAN | RUNNEMEDE NJ | 108 | $8.2M | $108K |
