Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Wellesley Income Fund Adm - in their Schedule of Assets, totaling $3.8M 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 | THE ROCKEFELLER FOUNDATION THE RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION | NEW YORK NY | 197 | $118.9M | $2.7M |
| 2 | MAGNOLIA RIVER INTERNATIONAL MAGNOLIA RIVER INTERNATIONAL 401(K) PLAN | HARTSELLE AL | 755 | $43.0M | $371K |
| 3 | MAGNOLIA RIVER SERVICES, INC. |
DECATUR AL |
| 889 |
| $28.9M |
| $339K |
| 4 | ROBERT B. OUR CO., INC. ROBERT B. OUR CO., INC. 401(K) PROFIT SHARING PLAN | HARWICH MA | 185 | $20.0M | $190K |
| 5 | WESLEY HOUSING DEVELOPMENT CORPORATION WESLEY HOUSING DEVELOPMENT CORPORATION 403(B) PLAN | ALEXANDRIA VA | 101 | $5.6M | $156K |
