Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Vanguard Wellesley Income Adm - in their Schedule of Assets, totaling $45.7M 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 | NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON WI | 1,918 | $145.1M | $12.9M |
| 2 | R & S ERECTION, INC. R & S 401(K) PROFIT SHARING PLAN | SAN LEANDRO CA | 435 | $23.7M | $9.9M |
| 3 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST |
WALTHAM MA |
| 765 |
| $464.1M |
| $5.2M |
| 4 | TAYLOR ELECTRIC, INC. TAYLOR ELECTRIC, INC. RETIREMENT PLAN | SALT LAKE CITY UT | 287 | $50.8M | $3.6M |
| 5 | DARLINGTON SCHOOL DARLINGTON SCHOOL DC PLAN | ROME GA | 201 | $43.3M | $2.6M |
| 6 | EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CERTIFIED REGISTERED NURSE ANESTHETISTS 401(K) PLAN | GREENVILLE NC | 193 | $62.7M | $1.4M |
| 7 | WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT WEST VIRGINIA UNIVERSITY MEDICAL CORP. CHARLESTON DIVISION RETIREMENT PLAN | CHARLESTON WV | 136 | $65.2M | $1.2M |
| 8 | WESTERN CARRIERS, INC. WESTERN CARRIERS, INC. PROFIT SHARING PLAN | NORTH BERGEN NJ | 815 | $41.7M | $1.2M |
| 9 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $1.2M |
| 10 | Y. HATA & COMPANY, LIMITED Y. HATA & COMPANY, LIMITED PROFIT-SHARING AND 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 0 | $0 | $844K |
