Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group Wellesley Income Fund in their Schedule of Assets, totaling $778K 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 | KITSAP MENTAL HEALTH SERVICES KITSAP MENTAL HEALTH SERVICES 403(B) RETIREMENT PLAN | BREMERTON WA | 602 | $21.5M | $398K |
| 2 | SMITH BROTHERS INSURANCE, LLC SMITH BROTHERS INSURANCE, LLC 401(K) RETIREMENT PLAN | GLASTONBURY CT | 222 | $29.1M | $328K |
| 3 | IMAGE FIRST HOLDINGS, LLC |
KING OF PRUSSIA PA |
| 3,934 |
| $66.9M |
| $46K |
| 4 | PROFESSIONAL SOFTWARE ENGINEERING, INC. PROSOFT EMPLOYEE SAVINGS & PROTECTION PLAN | VIRGINIA BEACH VA | 44 | $14.1M | $6K |
