Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Vanguard Wellesley® Income Fund Admiral™ Shares in their Schedule of Assets, totaling $16.4M 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 | BOARD OF TRUSTEES IUOE LOCAL 399 DEFERRED COMPENSATION SAVINGS PLAN IUOE LOCAL 399 PARTICIPATING EMPLOYERS DEFERRED COMPENSATION EMPLOYEE SAVINGS PLAN | CHICAGO IL | 7,078 | $345.8M | $10.5M |
| 2 | THE AMERICAN INSTITUTE OF ARCHITECTS THE AMERICAN INSTITUTE OF ARCHITECTS EMPLOYEES' SAVINGS PLAN | WASHINGTON DC | 152 | $60.3M | $1.3M |
| 3 |
CANOGA PARK CA |
| 231 |
| $18.0M |
| $1.2M |
| 4 | X-RAY ASSOCIATES OF NEW MEXICO, P.C. X-RAY ASSOCIATES OF NEW MEXICO, P. C. 401(K) PROFIT SHARING PLAN AND TRUST | ALBUQUERQUE NM | 274 | $76.8M | $1.1M |
| 5 | APLA HEALTH & WELLNESS APLA HEALTH & WELLNESS 403(B) PLAN | LOS ANGELES CA | 339 | $23.5M | $643K |
| 6 | GREAT AMERICAN RESTAURANTS, INC. GREAT AMERICAN RESTAURANTS PROFIT SHARING PLAN | FAIRFAX VA | 745 | $18.9M | $630K |
| 7 | SYSTEMS & TECHNOLOGY RESEARCH LLC STR 401(K) RETIREMENT SAVINGS PLAN | WOBURN MA | 810 | $178.5M | $583K |
| 8 | SHINHAN BANK AMERICA SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 217 | $22.7M | $167K |
| 9 | COPE PLASTICS, INC. COPE PLASTICS, INC. PROFIT SHARING PLAN | ALTON IL | 339 | $45.0M | $137K |
| 10 | ICP, INC. ICP, INC. 401(K) RETIREMENT SAVINGS PLAN | TIFFIN OH | 142 | $10.6M | $65K |
