Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Vanguard Vanguard Wellesley Income Adm in their Schedule of Assets, totaling $10.9M 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 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $1.9M |
| 2 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $1.3M |
| 3 | CENTRAL SERVICE CORPORATION THE CENTRAL SERVICE CORPORATION THRIFT INCENTIVE SAVINGS PLAN |
ENID OK |
| 346 |
| $38.6M |
| $1.1M |
| 4 | THOMAS G. GALLAGHER, INC. THOMAS G. GALLAGHER, INC. 401(K) RETIREMENT PLAN | WALTHAM MA | 114 | $19.4M | $784K |
| 5 | THE MOORINGS, INCORPORATED MOORINGS PARK INSTITUTE, INC. TAX SHELTERED RETIREMENT ANNUITY PLAN | NAPLES FL | 853 | $45.4M | $654K |
| 6 | ARGENT FINANCIAL GROUP, INC. ARGENT FINANCIAL GROUP 401(K) PLAN | RUSTON LA | 505 | $76.0M | $566K |
| 7 | UROLOGY OF VIRGINIA, PLLC UROLOGY OF VIRGINIA, PLLC 401(K) PROFIT SHARING PLAN | VIRGINIA BEACH VA | 218 | $38.1M | $497K |
| 8 | KALIHI-PALAMA HEALTH CENTER KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) | HONOLULU HI | 215 | $12.9M | $447K |
| 9 | MECHDYNE CORPORATION MECHDYNE CORPORATION 401(K) PLAN | MARSHALLTOWN IA | 225 | $22.2M | $433K |
| 10 | TERVIS TUMBLER COMPANY TERVIS TUMBLER COMPANY 401(K) PLAN | VENICE FL | 71 | $14.1M | $422K |
