Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Group, Inc. Vanguard Wellesley® Income Fund Admiral™ Shares in their Schedule of Assets, totaling $41.6M 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 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY 401(K) PLAN | CLEVELAND OH | 47,319 | $10.6B | $40.8M |
| 2 | CENTERBRIDGE PARTNERS, L.P. CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST | NEW YORK NY | 257 | $130.1M | $810K |
