Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Wellesley Income Adm Registered Investment Company in their Schedule of Assets, totaling $10.8M 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 | DIGITAL MONITORING PRODUCTS, INC. DIGITAL MONITORING PRODUCTS, INC. EMPLOYEES 401K PLAN | SPRINGFIELD MO | 364 | $18.5M | $4.2M |
| 2 | ROBINSON, BRADSHAW & HINSON, P.A. ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN | CHARLOTTE NC | 256 | $194.1M | $3.5M |
| 3 | ROYCE & ASSOCIATES GP, LLC |
NEW YORK NY |
| 93 |
| $109.2M |
| $753K |
| 4 | PRIVATE MEDICAL SERVICES, INC. PRIVATE MEDICAL 401(K) PLAN | SAN FRANCISCO CA | 136 | $16.6M | $523K |
| 5 | FAMILY MEDICAL CENTER OF MICHIGAN FAMILY MEDICAL CENTER RETIREMENT AND 401(K) PLAN | TEMPERANCE MI | 160 | $9.8M | $486K |
| 6 | AUSGAR TECHNOLOGIES, INC. AUSGAR TECHNOLOGIES,INC. 401K PROFIT SHARING PLAN | SAN DIEGO CA | 129 | $22.0M | $470K |
| 7 | HONDA LOGISTICS NORTH AMERICA, INC. HONDA LOGISTICS NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | EAST LIBERTY OH | 3,565 | $78.2M | $312K |
| 8 | FLANAGAN STATE BANK FLANAGAN STATE BANK PROFIT SHARING PLAN & TRUST | FLANAGAN IL | 118 | $14.7M | $162K |
| 9 | OAKBRIDGE INSURANCE AGENCY, LLC OAKBRIDGE INSURANCE AGENCY, LLC EMPLOYEE SAVINGS PLAN | LAGRANGE GA | 536 | $24.9M | $151K |
| 10 | DNANEXUS, INC. DNANEXUS, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 147 | $16.3M | $124K |
