Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Vanguard Wellesley Income Fund Admiral - in their Schedule of Assets, totaling $5.5M 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 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN | COLUMBUS OH | 2,183 | $182.8M | $3.0M |
| 2 | BIPARTISAN POLICY CENTER BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN | WASHINGTON DC | 165 | $28.6M | $700K |
| 3 | OHIO STATE UNIVERSITY PHYSICIANS, INC. |
COLUMBUS OH |
| 2,180 |
| $58.7M |
| $595K |
| 4 | SCANTIBODIES LABORATORY, INC SCANTIBODIES LABORATORY, INC 401(K) PROFIT SHARING PLAN | SANTEE CA | 95 | $23.9M | $520K |
| 5 | SUBSTATION ENGINEERING COMPANY SUBSTATION ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN | READING PA | 217 | $12.9M | $288K |
| 6 | JOHN W. STONE OIL DISTRIBUTOR, L.L.C. JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN | TERRYTOWN LA | 320 | $27.6M | $245K |
| 7 | BOXER PROPERTY MANAGEMENT CORPORATION BOXER PROPERTY 401(K) PLAN | HOUSTON TX | 622 | $11.9M | $128K |
| 8 | FIRSTCALL MECHANICAL GROUP LLC FIRSTCALL MECHANICAL GROUP 401(K) PLAN | AUSTIN TX | 596 | $4.8M | $34K |
| 9 | TRI DAL, LLC TRI DAL, LLC 401(K) PROFIT SHARING PLAN | SOUTHLAKE TX | 235 | $8.6M | $5K |
