Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding VAN WELLESLEY INCOME - INV 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PAPE CHEVROLET, INC. PAPE EMPLOYEES 401(K) PLAN | SOUTH PORTLAND ME | 112 | $20.6M | $1.8M |
| 2 | CONTINENTAL FINANCE COMPANY CONTINENTAL FINANCE COMPANY 401(K) PLAN | WILMINGTON DE | 141 | $20.4M | $1.0M |
| 3 | SURETY TITLE COMPANY, LLC SURETY TITLE COMPANY 401(K) RETIREMENT PLAN |
MARLTON NJ |
| 154 |
| $11.6M |
| $199K |
| 4 | FORT WORTH CARRIER CORPORATION FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN | FORT WORTH TX | 157 | $15.9M | $71K |
| 5 | COMPUSYSTEMS, INC. COMPUSYSTEMS, INC. 401(K) PROFIT SHARING PLAN | LISLE IL | 60 | $10.7M | $17K |
| 6 | FOOTAGE FIRM, INC. FOOTAGE FIRM, INC. DBA STORYBLOCKS RETIREMENT TRUST | ARLINGTON VA | 111 | $12.6M | $1K |
