Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Wellesley Income in their Schedule of Assets, totaling $5.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $4.4M |
| 2 | SHUTTS & BOWEN LLP SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) | MIAMI FL | 196 | $45.5M | $971K |
| 3 | CHEYENNE INTERNATIONAL L L C CHEYENNE INTERNATIONAL L L C 401(K) PROFIT SHARING PLAN & TRUST |
GROVER NC |
| 177 |
| $10.2M |
| $218K |
| 4 | J RANCK ELECTRIC, INC. J RANCK ELECTRIC, INC. EMPLOYEES' PROFIT SHARING PLAN | MT. PLEASANT MI | 123 | $22.7M | $27K |
| 5 | FERCHE MILLWORK, INC. FERCHE MILLWORK, INC. SAVINGS PLAN | RICE MN | 106 | $13.8M | $20K |
