Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding VANGUARD WELLESLEY INCOME-AD in their Schedule of Assets, totaling $1.8M 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 | FRESH MARK, INC. FRESH MARK, INC. PENSION PLAN | MASSILLON OH | 66 | $63.0M | $1.8M |
