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 in their Schedule of Assets, totaling $31K 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 | BYSTRONIC INC. BYSTRONIC INC. 401(K) PROFIT SHARING PLAN | HOFFMAN ESTATES IL | 249 | $22.4M | $15K |
| 2 | PLANNED PARENTHOOD NORTHERN CALIFORNIA, INC. PLANNED PARENTHOOD 403(B) PLAN | CONCORD CA | 430 | $21.2M | $12K |
| 3 | PEARCE SERVICES, LLC PEARCE SERVICES, LLC 401(K) PROFIT SHARING PLAN |
PASO ROBLES CA |
| 2,531 |
| $33.6M |
| $4K |