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 Shares " in their Schedule of Assets, totaling $10.0M 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 | PRAGER METIS CPAS, LLC PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN I | NEW YORK NY | 296 | $40.1M | $8.8M |
| 2 | THE GLOBE PEQUOT PUBLISHING GROUP, INC THE GLOBE PEQUOT PUBLISHING GROUP, INC. 401(K) PLAN | BLUE RIDGE SUMMIT PA | 206 | $23.9M | $1.1M |
| 3 | SCOTT IMPORTS, INC. |
ARDMORE PA |
| 300 |
| $14.9M |
| $147K |
| 4 | EXXELIA USA INC EXXELIA USA INC 401(K) PROFIT SHARING PLAN & TRUST | LONGWOOD FL | 148 | $146K | $54K |
