Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Wellesley, Inc. Fund in their Schedule of Assets, totaling $1.5M 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 | NORTH AMERICAN TRUCK & TRAILER, INC NORTH AMERICAN TRUCK & TRAILER, INC 401(K) PLAN | SIOUX FALLS SD | 326 | $16.6M | $1.1M |
| 2 | CITIZENS BANK CITIZENS BANK EMPLOYEES' RETIREMENT PLAN | COLUMBIA MS | 84 | $5.4M | $434K |
