Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Wellesley Income Fund Adm " in their Schedule of Assets, totaling $10.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | X-RAY ASSOCIATES OF NEW MEXICO, PC X-RAY ASSOCIATES OF NEW MEXICO, PC CASH BALANCE PENSION PLAN & TRUST | ALBUQUERQUE NM | 252 | $6.6M | $6.6M |
| 2 | CRYSTAL CLEAN, LLC CRYSTAL CLEAN, LLC RETIREMENT SAVINGS PLAN | HOFFMAN ESTATES IL | 2,067 | $121.8M | $3.5M |
| 3 | FOOD FOR THE POOR, INC. |
COCONUT CREEK FL |
| 283 |
| $26.1M |
| $293K |
| 4 | GILA HEALTH RESOURCES, LLC GILA HEALTH RESOURCES, LLC 401(K) PLAN | MORENCI AZ | 183 | $10.1M | $212K |
| 5 | TORC ROBOTICS, INC TORC ROBOTICS, INC. 401(K) PLAN | BLACKSBURG VA | 639 | $61.4M | $151K |