Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Wellesley Income Admiral Fund " in their Schedule of Assets, totaling $16.2M 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 | JAMES RIVER GROUP, INC. JAMES RIVER GROUP, INC. 401(K) PLAN | RICHMOND VA | 645 | $100.7M | $9.4M |
| 2 | BOARD OF TRUSTEES, U.A. LOCAL 467 HEALTH AND WELFARE U.A. LOCAL 467 HEALTH AND WELFARE TRUST FUND | SAN JOSE CA | 959 | $72.8M | $4.1M |
| 3 | MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE |
PALM BEACH GARDENS FL |
| 3,005 |
| $132.3M |
| $1.1M |
| 4 | NOVO CONSTRUCTION, INC. NOVO CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | MENLO PARK CA | 209 | $28.1M | $403K |
| 5 | BANKW STAFFING, LLC BANKW STAFFING, LLC RETIREMENT PLAN | BEDFORD NH | 883 | $23.3M | $323K |
| 6 | MARCUS DALY MEMORIAL HOSPITAL CORPORATION BITTERROOT HEALTH 401(K) PLAN | HAMILTON MT | 846 | $56.8M | $235K |
| 7 | A&M SPECIAL PURCHASING, INC. OCEAN STATE JOBBERS, INC. & AFFILIATES 401(K) PLAN | NORTH KINGSTOWN RI | 4,147 | $40.1M | $235K |
| 8 | HARBOR LINEN LLC DBA 1CONCIER HARBOR LINEN LLC 401(K) PLAN | FORT LAUDERDALE FL | 89 | $4.1M | $133K |
| 9 | SENKO ADVANCED COMPONENTS, INC. SENKO ADVANCED COMPONENTS 401(K) PLAN | HUDSON MA | 123 | $14.0M | $84K |
| 10 | AGRI-COVER, INC. AGRI-COVER, INC. 401(K) PLAN | JAMESTOWN ND | 168 | $15.4M | $77K |
