Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Investments Vanguard Wellesley Income Fund in their Schedule of Assets, totaling $471K 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 | CIB MARINE BANCSHARES, INC. CIB MARINE BANCSHARES, INC. 401K PLAN | BROOKFIELD WI | 168 | $24.5M | $451K |
| 2 | THE SUPER DENTISTS, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TH | SAN DIEGO CA | 216 | $8.7M | $20K |
