Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Wellesley Income Admiral Mutual fund N/A in their Schedule of Assets, totaling $3.8M 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 | ROSEN'S DIVERSIFIED, INC. ROSEN'S DIVERSIFIED 401(K) RETIREMENT PLAN | EAGAN MN | 3,692 | $209.7M | $2.3M |
| 2 | CRANE ENGINEERING SALES, INC. CRANE ENGINEERING SALES, INC. 401(K) PLAN | KIMBERLY WI | 158 | $21.6M | $1.1M |
| 3 | MOSES LAKE INDUSTRIES MOSES LAKE INDUSTRIES 401K PLAN |
MOSES LAKE WA |
| 490 |
| $48.4M |
| $197K |
| 4 | COMMONWEALTH ELECTRIC CO. OF THE MIDWEST, INC. COMMONWEALTH ELECTRIC CO. OF THE MIDWEST, INC. 401(K) PLAN | LINCOLN NE | 192 | $14.6M | $76K |
| 5 | AMBITIONS, INC AMBITIONS 401 K PLAN | LAS VEGAS NV | 1,110 | $25.0M | $42K |
| 6 | SKANA ALUMINUM COMPANY SKANA ALUMINUM COMPANY 401(K) RETIREMENT PLAN | MANITOWOC WI | 237 | $4.5M | $25K |
| 7 | VIRIDIAN MANAGEMENT INC VIRIDIAN MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | ENTERPRISE OR | 203 | $6.6M | $11K |
| 8 | VIRIDIAN MANAGEMENT INC VIRIDIAN MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | ENTERPRISE OR | 208 | $6.6M | $8K |
