Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Wellesley Inc Adm Pooled separate account - in their Schedule of Assets, totaling $680K 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 | SACRAMENTO BASKETBALL HOLDINGS SACRAMENTO BASKETBALL HOLDINGS RETIREMENT PLAN | SACRAMENTO CA | 609 | $44.3M | $343K |
| 2 | INOVIO PHARMACEUTICALS, INC. INOVIO PHARMACEUTICALS, INC. 401(K) PLAN | SAN DIEGO CA | 124 | $37.6M | $131K |
| 3 | GERTEN GREENHOUSES & GARDEN CENTER, INC. |
INVER GROVE HEIGHTS MN |
| 284 |
| $46.8M |
| $85K |
| 4 | FISHER & ARNOLD, INC. FISHER & ARNOLD, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | MEMPHIS TN | 136 | $12.5M | $77K |
| 5 | MIDWEST SPECIAL SERVICES INC MSS 401(K) PLAN | ST PAUL MN | 115 | $7.0M | $44K |
