Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Wellesley Income Admiral Shs Mutual Funds in their Schedule of Assets, totaling $2.4M 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 | TRUWEST CREDIT UNION TRUWEST 401(K) RETIREMENT PLAN | TEMPE AZ | 269 | $39.1M | $2.4M |
