Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Wellesley Inc Adm Fd in their Schedule of Assets, totaling $11.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORDIC GROUP OF COMPANIES, LTD NORDIC GROUP OF COMPANIES, LTD. EMPLOYEES' 401(K) SAVINGS AND | BARABOO WI | 707 | $58.2M | $3.4M |
| 2 | EDEN HOUSING, INC. EDEN HOUSING, INC. 401(K) PROFIT SHARING PLAN | HAYWARD CA | 524 | $34.4M | $3.4M |
| 3 | MURRAY PLUMBING AND HEATING CORPORATION |
COMPTON CA |
| 297 |
| $48.8M |
| $2.4M |
| 4 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $1.5M |
| 5 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. NON-BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 2,195 | $125.1M | $263K |
| 6 | TEAM RONCO INCORPORATED RONCO EMPLOYEES 401(K) SAVINGS PLAN | CLAYTON NC | 137 | $31.1M | $202K |
| 7 | THE BLOOD CENTER THE BLOOD CENTER 403(B) RETIREMENT SAVINGS PLAN | NEW ORLEANS LA | 168 | $6.0M | $194K |
| 8 | KIRK NATIONALEASE ADMINISTRATION COMPANY KIRK NATIONALEASE CO. 401(K) PROFIT SHARING PLAN | SIDNEY OH | 174 | $6.0M | $181K |
| 9 | ACTION MANUFACTURING COMPANY ACTION MANUFACTURING COMPANY 401(K) PLAN | BRISTOL PA | 322 | $11.2M | $135K |
| 10 | WOODMONT PROPERTIES LLC WOODMONT PROPERTIES LLC 401(K) PROFIT SHARING PLAN AND TRUST | FAIRFIELD NJ | 149 | $9.3M | $117K |
