Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vangrd Wellesley Inc Fnd Adm in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. CENTRAL CALIFORNIA FACULTY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | FRESNO CA | 602 | $201.8M | $2.4M |
| 2 | REHABILITATION HOSPITAL OF THE PACIFIC REHABILITATION HOSPITAL OF THE PACIFIC 403B RETIREMENT SAVINGS PLAN | HONOLULU HI | 490 | $55.1M | $450K |