Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Group Vanguard Wellesley Inc Adm Fd in their Schedule of Assets, totaling $2.1M 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 | PIMA MEDICAL INSTITUTE PIMA MEDICAL INSTITUTE 401(K) PLAN | TUCSON AZ | 1,153 | $57.8M | $939K |
| 2 | SEVERSON GROUP, INCORPORATED SEVERSON GROUP 401(K) PLAN | LOS ALAMITOS CA | 144 | $26.6M | $556K |
| 3 | TNTX, LLC TRUCK GROUP 401(K) PLAN |
| 1,152 |
| $97.7M |
| $415K |
| 4 | JACK OHIO FINANCE LLC JACK ENTERTAINMENT RETIREMENT PLAN | CLEVELAND OH | 1,410 | $46.3M | $158K |
| 5 | VIA TRANSPORTATION, INC. VIA TRANSPORTATION, INC. 401(K) PLAN | NEW YORK NY | 376 | $31.5M | $60K |
