Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Vanguard Wellesley® Income Admiral™ in their Schedule of Assets, totaling $28.3M 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 | REDINGTON FAIRVIEW GENERAL HOSPITAL REDINGTON-FAIRVIEW GENERAL HOSPITAL 403(B) PLAN | SKOWHEGAN ME | 850 | $59.8M | $13.7M |
| 2 | POLAR SEMICONDUCTOR, LLC POLAR SEMICONDUCTOR, LLC RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 559 | $148.7M | $2.7M |
| 3 | REDW LLC REDW LLC RESTATED 401(K) PROFIT SHARING PLAN AND TRUST |
ALBUQUERQUE NM |
| 298 |
| $35.6M |
| $1.7M |
| 4 | CARY OIL CO., INC. CARY OIL CO., INC. 401(K) PLAN | CARY NC | 189 | $29.9M | $1.7M |
| 5 | WOODRUFF SAWYER & CO. WOODRUFF-SAWYER & CO. PROFIT-SHARING AND PRE-TAX SAVINGS PLAN | SAN FRANCISCO CA | 639 | $149.9M | $1.1M |
| 6 | PUEBLO OF SANDIA PUEBLO OF SANDIA COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST | ALBUQUERQUE NM | 1,239 | $51.9M | $1.0M |
| 7 | UNITED POWER, INC. UNITED POWER, INC. 401(K) PLAN | BRIGHTON CO | 198 | $34.1M | $828K |
| 8 | OHNWARD BANCSHARES, INC. OHNWARD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | MAQUOKETA IA | 250 | $39.7M | $732K |
| 9 | LANAI RESORTS, LLC LANAI RESORTS 401(K) PLAN | HONOLULU HI | 381 | $18.1M | $682K |
| 10 | MONTICELLO BANKSHARES, INC. MONTICELLO BANKSHARES, INC. RETIREMENT SAVINGS PLAN | MONTICELLO KY | 192 | $15.7M | $542K |
