Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Wellesley Income Admiral Fund in their Schedule of Assets, totaling $2.2M 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 | GRAY & SON, INC. GRAY & SON, INC. 401(K) PROFIT SHARING PLAN | TIMONIUM MD | 303 | $63.0M | $1.6M |
| 2 | TLP MANAGEMENT SERVICES LLC TLP MANAGEMENT SERVICES LLC 401(K) PLAN | DENVER CO | 560 | $79.8M | $533K |
