Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Wellesley Income Admiral Mutual funds in their Schedule of Assets, totaling $25K 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 | GRID ALTERNATIVES, INC. GRID ALTERNATIVES, INC. 403(B) PLAN | OAKLAND CA | 321 | $12.8M | $13K |
| 2 | BEST OVERNITE EXPRESS, INC. BEST OVERNITE EXPRESS, INC. 401(K) SAVINGS PLAN | IRWINDALE CA | 219 | $7.0M | $5K |
| 3 | PROFESSIONAL BUILDING SYSTEMS, INC. PROFESSIONAL BUILDING SYSTEMS, INC. 401(K) PLAN |
MIDDLEBURG PA |
| 938 |
| $15.2M |
| $4K |
| 4 | THE DAVE THOMAS FAMILY COMPANIES, LLC THE DAVE THOMAS FAMILY COMPANIES, LLC 401(K) PROFIT SHARING PLAN | DUBLIN OH | 548 | $9.9M | $3K |
