Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Wellesley Income Adm Fund in their Schedule of Assets, totaling $10.0M 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 | LIFE GENERATIONS HEALTHCARE, LLC GENERATIONS HEALTHCARE, LLC 401(K) PLAN | SANTA ANA CA | 4,034 | $64.9M | $9.9M |
| 2 | LBMC, PC LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN | BRENTWOOD TN | 593 | $85.7M | $38K |
| 3 | MARKET STREET BANCSHARES, INC. MARKET STREET BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST |
MOUNT VERNON IL |
| 260 |
| $46.8M |
| $31K |
