Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard Wellesley Income- Admiral Mutual Fund in their Schedule of Assets, totaling $30.5M 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 | NYU LANGONE HOSPITALS NYU LANGONE HEALTH 403(B) PLAN | NEW YORK NY | 34,692 | $3.6B | $18.8M |
| 2 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $3.5M |
| 3 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN |
JACKSON MS |
| 3,755 |
| $154.1M |
| $2.1M |
| 4 | YATES SERVICES, LLC YATES SERVICES RETIREMENT & SAVINGS PLAN | JACKSON MS | 2,035 | $91.6M | $1.1M |
| 5 | NYU LANGONE HOSPITALS LUTHERAN MEDICAL CENTER 401(K) RETIREMENT PLAN | NEW YORK NY | 898 | $239.1M | $1.0M |
| 6 | INFINITE CAMPUS, INC. INFINITE CAMPUS, INC. EMPLOYEES SAVINGS TRUST | BLAINE MN | 615 | $75.7M | $961K |
| 7 | NYU LANGONE HOSPITALS NYU LANGONE HOSPITAL-LONG ISLAND 403(B) PLAN | NEW YORK NY | 5,957 | $544.1M | $699K |
| 8 | PALMAS SERVICES LLC PALMAS SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | LAKE BUENA VISTA FL | 261 | $4.9M | $551K |
| 9 | ACCOUNTINGDEPARTMENT.COM, LLC ACCOUNTINGDEPARTMENT.COM, LLC 401(K) PLAN | NAPLES FL | 172 | $8.3M | $377K |
| 10 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN | ROCKLAND MA | 190 | $73.9M | $347K |
