Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Wellesley Income Adm Mutual fund N/A in their Schedule of Assets, totaling $618K 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 | THE POYNTER INSTITUTE FOR MEDIA STUDIES INC THE POYNTER INSTITUTE FOR MEDIA STUDIES, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN | ST. PETERSBURG FL | 79 | $6.4M | $269K |
| 2 | UW PROVISION COMPANY INC. UW PROVISION COMPANY INC. 401(K) PLAN | MADISON WI | 104 | $13.6M | $179K |
| 3 | UFCW-EMPLOYERS BENEFIT PLANS OF NORTHERN CALIFORNIA GROUP ADMIN LLC |
CONCORD CA |
| 140 |
| $24.9M |
| $65K |
| 4 | RIMPORTS INC. RIMPORTS LLC 401(K) PLAN | PROVO UT | 190 | $5.8M | $35K |
| 5 | L/P INSURANCE SERVICES LLC L/P INSURANCE SERVICES 401K PLAN | RENO NV | 225 | $33.6M | $30K |
| 6 | COMMUNITY HOSPITAL ASSOC INC WICKENBURG COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN | WICKENBURG AZ | 269 | $6.4M | $26K |
| 7 | BETHEL LUTHERAN NURSING & REHABILITATION CENTER BETHEL LUTHERAN NURSING & REHABILITATION CENTER PROFIT SHARING PLAN AND TRUST | WILLISTON ND | 133 | $6.7M | $13K |
| 8 | HEALTHSTAR PHYSICIANS OF HOT SPRINGS, LLC HEALTHSTAR PHYSICIANS 401(K) & PROFIT SHARING PLAN | HOT SPRINGS AR | 179 | $1.4M | $2K |
