Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 91 U.S. retirement plans report holding Vanguard Wellesley Income Adm Vanguard 0 in their Schedule of Assets, totaling $17.5M 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 | SMILEY BROTHERS, INC. SMILEY BROTHERS, INC. 401(K) PLAN | NEW PALTZ NY | 576 | $38.0M | $1.8M |
| 2 | L & H INDUSTRIAL, INC. L & H INDUSTRIAL, INC. 401(K) PLAN | GILLETTE WY | 231 | $39.0M | $1.8M |
| 3 | KIKKOMAN SALES USA, INC. KIKKOMAN SALES USA, INC. 401(K) SAV PLUS PLAN |
SAN FRANCISCO CA |
| 106 |
| $35.1M |
| $1.0M |
| 4 | BAY PSYCHIATRIC ASSOCIATES, A MEDICAL CORP. BAY PSYCHIATRIC ASSOCIATES 401(K) PS PLAN | BERKELEY CA | 85 | $31.3M | $782K |
| 5 | METROPOLITAN ANESTHESIA CONSULTANTS, LLP METRO/IPN 401(K) PLAN | DALLAS TX | 205 | $68.5M | $740K |
| 6 | SOMERO ENTERPRISES INC SOMERO ENTERPRISES INC 401(K) PROFIT SHARING PLAN AND TRUST | FORT MYERS FL | 147 | $24.0M | $583K |
| 7 | TYNDALE ENTERPRISES, INC. TYNDALE ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | PIPERSVILLE PA | 514 | $26.4M | $575K |
| 8 | CULLUM MECHANICAL CONSTRUCTION, INC. CULLUM MECHANICAL CONSTRUCTION, INC. 401(K) RETIREMENT SAVINGS & PROFIT SHARING PLAN | NORTH CHARLESTON SC | 218 | $22.2M | $571K |
| 9 | H.O. BOUCHARD, INC. H.O. BOUCHARD, INC. 401(K) PROFIT SHARING PLAN | HAMPDEN ME | 92 | $10.2M | $561K |
| 10 | JOHNSON & QUIN, INC. JOHNSON & QUIN, INC. RETIREMENT PLAN | NILES IL | 99 | $12.4M | $533K |
