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 $7.2M 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 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $2.1M |
| 2 | REHAB PRO THERAPY REHAB PRO THERAPY 401(K) PLAN | TYLER TX | 559 | $26.2M | $1.5M |
| 3 | AMURCON CORPORATION OF VIRGINIA AMURCON CORPORATION OF VIRGINIA 401(K) PROFIT SHARING PLAN |
RICHMOND VA |
| 106 |
| $7.1M |
| $1.5M |
| 4 | THE CHARTWELL LAW OFFICES, L.L.P. CHARTWELL LAW OFFICES, L.L.P. 401(K) PROFIT SHARING PLAN | KING OF PRUSSIA PA | 502 | $52.1M | $1.3M |
| 5 | Q.E.D. SYSTEMS, INC. Q.E.D. SYSTEMS, INC. 401(K) PLAN | VIRGINIA BEACH VA | 438 | $31.2M | $357K |
| 6 | SCENTSY, INC. SCENTSY, INC. RETIREMENT PLAN | MERIDIAN ID | 1,150 | $75.8M | $203K |
| 7 | DLORAH, INC. DLORAH, INC. 401(K) PLAN | RAPID CITY SD | 164 | $7.7M | $185K |
| 8 | RADIFI FEDERAL CREDIT UNION RADIFI FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 115 | $6.5M | $147K |
