Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Wellesley Fund 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.
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 HEALTH SYSTEM - MANKATO MAYO CLINIC HEALTH SYSTEM 401(A) PLAN | MANKATO MN | 2,336 | $256.1M | $1.5M |
| 2 | SPRINGS VALLEY BANK & TRUST COMPANY SPRINGS VALLEY BANK & TRUST COMPANY RETIREMENT PROFIT SHARING PLAN | JASPER IN | 127 | $19.5M | $583K |
| 3 | KELLOGG, HANSEN, TODD, FIGEL & FREDERICK, P.L.L.C. |
WASHINGTON DC |
| 217 |
| $143.2M |
| $151K |
