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 Income Fund in their Schedule of Assets, totaling $1.2M 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 SOLOMON-PAGE GROUP, LLC THE SOLOMON-PAGE GROUP, LLC 401(K) SAVINGS PLAN | NEW YORK NY | 648 | $45.6M | $408K |
| 2 | TENACRE FOUNDATION TENACRE FOUNDATION 401K PLAN | PRINCETON NJ | 150 | $35.6M | $395K |
| 3 | CRESCENT REAL ESTATE LLC CRESCENT REAL ESTATE LLC 401(K) PLAN |
FORT WORTH TX |
| 100 |
| $39.7M |
| $219K |
| 4 | SOUTHWEST HUMAN DEVELOPMENT, INC. SOUTHWEST HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN | PHOENIX AZ | 730 | $44.2M | $77K |
| 5 | FIRST NATIONAL BANK OF MIDDLE TENNESEE FNBMT 401(K) PLAN | MC MINNVILLE TN | 144 | $9.8M | $68K |
