Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Wellesley® Income Inv in their Schedule of Assets, totaling $2.2M 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 | DELANEY RADIOLOGISTS, P.A. DELANEY RADIOLOGISTS, P.A. 401(K) PROFIT-SHARING PLAN AND TRUST | WILMINGTON NC | 132 | $55.7M | $2.0M |
| 2 | ENTECH CONSULTING, LLC ENTECH CONSULTING, LLC 401(K) PLAN | MALVERN PA | 94 | $5.2M | $124K |
| 3 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN |
LAKELAND FL |
| 2,092 |
| $327.8M |
| $48K |
