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 N/R in their Schedule of Assets, totaling $135K 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 | UNITED STATES COMPLIANCE CORPORA UNITED STATES COMPLIANCE CORPORATION 401(K) PLAN | EXCELSIOR MN | 152 | $10.7M | $121K |
| 2 | CREATE, INC. SECTION 403(B) REIREMENT PLAN FOR CREATE, INC. | BRONX NY | 49 | $210K | $14K |
