Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Wellesley Income Fund Investor Shares in their Schedule of Assets, totaling $769K 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 | VERNON E. FAULCONER, INC. VERNON E. FAULCONER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TYLER TX | 99 | $18.7M | $496K |
| 2 | ROYSTON, RAYZOR, VICKERY & WILLIAMS, LLP ROYSTON, RAYZOR, VICKERY & WILLIAMS SAVINGS PLAN FOR PARTNERS AND STAFF | HOUSTON TX | 103 | $21.5M | $273K |
