Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Wellesley Adm in their Schedule of Assets, totaling $150.6M 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 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $145.2M |
| 2 | ONPOINT COMMUNITY CREDIT UNION ONPOINT COMMUNITY CREDIT UNION 401(K) PLAN | PORTLAND OR | 1,216 | $182.7M | $4.6M |
| 3 | LANSING BUILDING PRODUCTS, LLC LANSING BUILDING PRODUCTS, LLC 401K PLAN |
RICHMOND VA |
| 1,865 |
| $125.6M |
| $242K |
| 4 | ALPINE INTEL, LLC ALPINE INTEL 401(K) PLAN | LOUISVILLE KY | 1,336 | $49.8M | $237K |
| 5 | DEARBORN HOLDING COMPANY, LLC DEARBORN HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN | TROY MI | 286 | $55.0M | $213K |
| 6 | AIDA-AMERICA CORPORATION AIDA-AMERICA CORPORATION SAVINGS PLAN | DAYTON OH | 147 | $27.8M | $59K |
