Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Wellesley Inc Adm in their Schedule of Assets, totaling $6.5M 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 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $2.1M |
| 2 | AMURCON CORPORATION OF VIRGINIA AMURCON CORPORATION OF VIRGINIA 401(K) PROFIT SHARING PLAN | RICHMOND VA | 106 | $7.1M | $1.5M |
| 3 | THE CHARTWELL LAW OFFICES, L.L.P. |
KING OF PRUSSIA PA |
| 502 |
| $52.1M |
| $1.3M |
| 4 | MUZA METAL PRODUCTS, LLC MUZA METAL PRODUCTS, LLC 401(K) SAVINGS PLAN | OSHKOSH WI | 151 | $14.6M | $672K |
| 5 | Q.E.D. SYSTEMS, INC. Q.E.D. SYSTEMS, INC. 401(K) PLAN | VIRGINIA BEACH VA | 438 | $31.2M | $357K |
| 6 | MONROE PLUMBERS & PIPEFITTERS LOCAL 671 MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST | LANSING MI | 301 | $60.9M | $317K |
| 7 | SCENTSY, INC. SCENTSY, INC. RETIREMENT PLAN | MERIDIAN ID | 1,150 | $75.8M | $203K |
| 8 | DLORAH, INC. DLORAH, INC. 401(K) PLAN | RAPID CITY SD | 164 | $7.7M | $185K |
