Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Wellesley® Income Admiral Registered Investment Company in their Schedule of Assets, totaling $2.7M 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 | VISALIA MEDICAL CLINIC, INC. VISALIA MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN | VISALIA CA | 54 | $89.4M | $2.6M |
| 2 | ASEA, LLC ASEA 401(K) PLAN | PLEASANT GROVE UT | 195 | $11.4M | $131K |
| 3 | PRESTIGE MANAGEMENT SERVICES, INC. PRESTIGE EMPLOYEES' 401(K) PLAN |
MAHWAH NJ |
| 96 |
| $20.0M |
| $9K |
