Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Wellesley Income Admiral Shares in their Schedule of Assets, totaling $879K 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 | PROFESSIONAL SERVICES GROUP, INC. PSG/CIP 401(K) RETIREMENT PLAN | KENOSHA WI | 402 | $17.1M | $389K |
| 2 | TRICORE REFERENCE LABORATORIES TRICORE REFERENCE LABORATORIES 401(K) PLAN | ALBUQUERQUE NM | 1,504 | $117.1M | $293K |
| 3 | GLOBAL TECHNICAL SYSTEMS GLOBAL TECHNICAL SYSTEMS 401(K) PLAN |
VIRGINIA BEACH VA |
| 190 |
| $10.9M |
| $197K |
