Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Wellesley® Income Admiral Mutual Funds n/a in their Schedule of Assets, totaling $3.3M 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 | HEARTLAND FINANCIAL USA, INC HTLF RETIREMENT PLAN | DENVER CO | 1,683 | $318.2M | $3.2M |
| 2 | THE WOODLANDS RELIGIOUS COMMUNITY INC. DBA INTERFAITH INTERFAITH 403(B) RETIREMENT PLAN | THE WOODLANDS TX | 296 | $9.0M | $108K |
