Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Vanguard Wellesley Income Fund - in their Schedule of Assets, totaling $15.2M 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 | U.S. FIRE INSURANCE CO. CRUM & FORSTER EMPLOYEE SAVINGS PLAN | MORRISTOWN NJ | 2,592 | $590.7M | $8.8M |
| 2 | US ACUTE CARE SOLUTIONS US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST | CANTON OH | 6,627 | $1.9B | $3.0M |
| 3 | PEAKSWARE HOLDINGS LLC PEAKSWARE HOLDINGS LLC 401(K) PLAN |
LOUISVILLE CO |
| 251 |
| $32.5M |
| $1.7M |
| 4 | AMERICAN MITSUBA CORPORATION AMERICAN MITSUBA CORPORATION 401(K) PLAN | MT. PLEASANT MI | 567 | $58.1M | $850K |
| 5 | THE FINIT GROUP LLC DBA FINIT SOLUTIONS FINIT 401(K) | CINCINNATI OH | 167 | $38.1M | $294K |
| 6 | FAIRLEAD INTEGRATED, LLC FAIRLEAD INTEGRATED, LLC 401(K) PLAN | PORTSMOUTH VA | 449 | $29.4M | $218K |
| 7 | MACH MACHINING INC MACH MACHINING INC 401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 202 | $4.9M | $116K |
| 8 | RIVERSBEND REHABILITATION, INC. RIVERSBEND REHABILITATION, INC. 401(K) PLAN | BAY CITY MI | 98 | $5.7M | $102K |
| 9 | OPUS INSPECTION, INC. OPUS INSPECTION 401(K) PLAN | EAST GRANBY CT | 1,528 | $80.5M | $48K |
| 10 | TRAILBOSS ENTERPRISES TRAILBOSS ENTERPRISES, INC. 401(K) PLAN | ANCHORAGE AK | 432 | $6.7M | $45K |
