Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Vanguard Wellesley Income Adm - in their Schedule of Assets, totaling $1.7B 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 | BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTAL BUILDING SERVICE 32BJ SUPPLEMENTAL RETIREMENT SAVINGS PLAN | NEW YORK NY | 89,128 | $2.3B | $1.6B |
| 2 | NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON WI | 1,918 | $145.1M | $12.9M |
| 3 | R & S ERECTION, INC. |
SAN LEANDRO CA |
| 435 |
| $23.7M |
| $9.9M |
| 4 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $5.2M |
| 5 | TAYLOR ELECTRIC, INC. TAYLOR ELECTRIC, INC. RETIREMENT PLAN | SALT LAKE CITY UT | 287 | $50.8M | $3.6M |
| 6 | DARLINGTON SCHOOL DARLINGTON SCHOOL DC PLAN | ROME GA | 201 | $43.3M | $2.6M |
| 7 | AMPAC FINE CHEMICALS LLC AMPAC FINE CHEMICALS LLC SALARIED EMPLOYEES 401(K) PLAN | RANCHO CORDOVA CA | 510 | $96.7M | $2.4M |
| 8 | EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CERTIFIED REGISTERED NURSE ANESTHETISTS 401(K) PLAN | GREENVILLE NC | 193 | $62.7M | $1.4M |
| 9 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 136 | $65.2M | $1.2M |
| 10 | WESTERN CARRIERS, INC. WESTERN CARRIERS, INC. PROFIT SHARING PLAN | NORTH BERGEN NJ | 815 | $41.7M | $1.2M |
