Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vanguard Wellesley® Income Admiral™ in their Schedule of Assets, totaling $3.7M 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 | FIRELANDS REGIONAL HEALTH SYSTEM FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN | SANDUSKY OH | 1,762 | $59.6M | $73K |
| 3 | AFFINAQUEST TECHNOLOGIES, LLC |
RESTON VA |
| 87 |
| $6.6M |
| $46K |
| 4 | OPTIMAL GEO OPTIMAL GEO 401(K) PLAN | ATHENS AL | 0 | $0 | $19K |
| 5 | CHICAGO COMMONS ASSOCIATION 403(B) THRIFT PLAN OF CHICAGO COMMONS ASSOCIATION | CHICAGO IL | 246 | $4.9M | $6K |
| 6 | TARDITI, INC. TARDITI, INC. 401(K) PROFIT SHARING PLAN | LODI CA | 96 | $7.5M | $448 |
| 7 | ANTONINI FREIGHT EXPRESS, INC. ANTONINI FREIGHT EXPRESS, INC. 401(K) & PROFIT SHARING PLAN | STOCKTON CA | 113 | $8.5M | $49 |
