Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Vanguard Wellesley Income Admiral - in their Schedule of Assets, totaling $10.6M 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 | KATHERINE SHAW BETHEA HOSPITAL KATHERINE SHAW BETHEA HOSPITAL RETIREMENT SAVINGS PLAN | DIXON IL | 905 | $102.4M | $3.6M |
| 2 | OSF HEALTHCARE SYSTEM KATHERINE SHAW BETHEA HOSPITAL RETIREMENT SAVINGS PLAN | PEORIA IL | 882 | $106.3M | $3.0M |
| 3 | ADVANCED PRESSURE TECHNOLOGY |
NOBLESVILLE IN |
| 340 |
| $25.5M |
| $1.5M |
| 4 | GATEWAYS TO BETTER LIVING, INC. GATEWAYS TO BETTER LIVING, INC. 401K PLAN | YOUNGSTOWN OH | 321 | $6.7M | $1.1M |
| 5 | EMERSON SCHOOL EMERSON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | ANN ARBOR MI | 92 | $18.9M | $340K |
| 6 | THE BALDWIN SCHOOL THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN | BRYN MAWR PA | 215 | $42.0M | $277K |
| 7 | FISHER ASSOCIATES, P.E., L.S., L.A., D.P.C. FISHER ASSOCIATES, P.E., L.S., L.A., D.P.C. 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 176 | $24.5M | $143K |
| 8 | WARFEL CONSTRUCTION COMPANY WARFEL CONSTRUCTION COMPANY PROFIT SHARING PLAN | EAST PETERSBURG PA | 262 | $18.5M | $109K |
| 9 | WELLNESS COACHES USA LLC WELLNESS COACHES USA LLC 401(K) PROFIT SHARING PLAN & TRUST | BLUE BELL PA | 170 | $10.8M | $104K |
| 10 | CRUSADERS CENTRAL CLINIC ASSOCIATION D/B/A CRUSADER COMMUNITY HEALTH CRUSADER COMMUNITY HEALTH RETIREMENT PLAN | ROCKFORD IL | 398 | $26.3M | $77K |
