Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Wellesley Fund in their Schedule of Assets, totaling $200K 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 | KELLOGG, HANSEN, TODD, FIGEL & FREDERICK, P.L.L.C. KELLOGG, HANSEN, TODD, FIGEL & FREDERICK, P.L.L.C. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 217 | $143.2M | $151K |
| 2 | CHARTER FOODS INC. CHARTER FOODS INC. 401(K) PLAN | MORRISTOWN TN | 651 | $9.8M | $49K |
