Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Wellesley Inv in their Schedule of Assets, totaling $14.2M 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 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN | HARRISBURG PA | 1,183 | $283.8M | $11.8M |
| 2 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN FOR UNION EMPLOYEES | HARRISBURG PA | 346 | $65.2M | $2.4M |
