Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 94 U.S. retirement plans report holding VANGUARD WELLESLEY INCOME-ADMR in their Schedule of Assets, totaling $30.8M 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 | EVERFAST, INC. THE EVERFAST, INC. 401(K) RETIREMENT PLAN | KENNETT SQUARE PA | 213 | $39.3M | $2.3M |
| 2 | BELNICK, INC. BELNICK, INC. RETIREMENT TRUST | CANTON GA | 303 | $12.3M | $2.3M |
| 3 | GLOBAL INDUSTRIES, INC. GLOBAL INDUSTRIES, INC. 401(K) SAVINGS PLAN |
MARLTON NJ |
| 376 |
| $49.8M |
| $2.2M |
| 4 | VAN ECK ASSOCIATES CORPORATION VAN ECK ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 252 | $89.4M | $2.2M |
| 5 | MCKENZIE SPORTS PRODUCTS, LLC MCKENZIE SPORTS PRODUCTS, INC. 401(K) PROFIT SHARING PLAN & TRU | SALISBURY NC | 369 | $19.1M | $1.7M |
| 6 | TRADER INTERACTIVE, LLC TRADER INTERACTIVE, LLC 401(K) PLAN | VIRGINIA BEACH VA | 385 | $40.0M | $1.6M |
| 7 | NISSIN FOODSU.S.A. CO., INC. NISSIN FOODS (U.S.A.) CO., INC. RETIREMENT AND SAVINGS PLAN | GARDENA CA | 721 | $35.2M | $1.5M |
| 8 | MURDOCK WEBBING COMPANY, INC. MURDOCK WEBBING COMPANY, INC. EMPLOYEE SAVINGS & SECURITY PLAN | CENTRAL FALLS RI | 185 | $5.9M | $1.4M |
| 9 | CALICO BRANDS, INC. CALICO BRANDS, INC. 401(K) PLAN | ONTARIO CA | 112 | $18.0M | $1.2M |
| 10 | BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | WAIPAHU HI | 284 | $59.5M | $946K |
