Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Wellesley Income Adm Mutual funds in their Schedule of Assets, totaling $1.1M 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 | CONTINENTAL BROADBAND, LLC CONTINENTAL BROADBAND, LLC RETIREMENT PLAN | PITTSBURGH PA | 370 | $45.9M | $657K |
| 2 | BESTWAY RENTAL, INC. BESTWAY RENTAL, INC. 401(K) PLAN | RICHARDSON TX | 250 | $8.7M | $172K |
| 3 | TECHSTARS CENTRAL, LLC TECHSTARS 401(K) PLAN |
BOULDER CO |
| 162 |
| $18.5M |
| $103K |
| 4 | MOSAIC ATM, INC. MOSAIC ATM, INC. 401(K) PLAN | LEESBURG VA | 67 | $25.8M | $82K |
| 5 | WALTERS MANAGEMENT COMPANY, INC. WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN | BARNEGAT NJ | 111 | $12.4M | $68K |
