Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Wellesley Fund Admiral in their Schedule of Assets, totaling $19.4M 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 | LOCAL 231 IBEW AND IOWA NECA SIOUX CITY DIVISION JOINT BOARD OF TRUST LOCAL 231 IBEW RETIREMENT PLAN | OMAHA NE | 453 | $63.4M | $18.7M |
| 2 | DFCU FINANCIAL DFCU FINANCIAL 401(K) PLAN | DEARBORN MI | 626 | $130.7M | $711K |
