Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Wellesley Income Adm Mutual fund in their Schedule of Assets, totaling $49.1M 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 | TRUSTEES, OKLAHOMA STATE PIPE TRADES ANNUITY FUND OKLAHOMA STATE PIPE TRADES ANNUITY FUND | TULSA OK | 2,257 | $93.2M | $33.2M |
| 2 | PIKE FUELS MANAGEMENT SERVICES L.P. PIKE FUELS 401(K) PLAN | MIDDLETOWN PA | 84 | $42.4M | $3.5M |
| 3 | BRYN MAWR COLLEGE BRYN MAWR COLLEGE RETIREMENT PLAN |
BRYN MAWR PA |
| 885 |
| $329.3M |
| $1.9M |
| 4 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $1.2M |
| 5 | SEIDEL SCHROEDER SEIDEL, SCHROEDER & COMPANY 401(K) PROFIT SHARING PLAN | BRENHAM TX | 110 | $17.4M | $1.1M |
| 6 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | CERRITOS CA | 389 | $260.4M | $1.1M |
| 7 | NETSKOPE NETSKOPE RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 990 | $104.2M | $924K |
| 8 | WALLCOR INC. WALLCOR 401(K) PLAN | GILBERT AZ | 1,119 | $14.5M | $599K |
| 9 | NETWORK FUNDING, L.P. NETWORK FUNDING, L.P. SAFE HARBOR 401(K) PLAN | HOUSTON TX | 262 | $32.6M | $557K |
| 10 | LONE STAR AEROSPACE, INC. LONE STAR AEROSPACE, INC. RETIREMENT SAVINGS PLAN | ADDISON TX | 129 | $17.2M | $456K |
