Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Wellesley Inc Adm Registered Investment Company in their Schedule of Assets, totaling $20.8M 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 | PERKINS COIE LLP PERKINS COIE RETIREMENT AND 401(K) PLAN | SEATTLE WA | 1,683 | $1.3B | $11.8M |
| 2 | PERKINS COIE LLP PERKINS COIE SALARY DEFERRAL PLAN | SEATTLE WA | 704 | $349.8M | $8.9M |
| 3 | HOGAN MFG., INC. HOGAN MFG., INC. RETIREMENT PLAN |
ESCALON CA |
| 202 |
| $21.7M |
| $35K |
