Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Wellesley Income Fund Admiral Mutual fund - in their Schedule of Assets, totaling $11.8M 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 | CORGAN ASSOCIATES, INC. CORGAN ASSOCIATES, INC. 401(K) PLAN | DALLAS TX | 1,046 | $122.8M | $7.7M |
| 2 | RIDGECREST REGIONAL HOSPITAL RIDGECREST REGIONAL HOSPITAL SPECIAL CONTRIBUTORY TSA PENSION PLAN | RIDGECREST CA | 773 | $49.5M | $1.1M |
| 3 | BLACKLINE INC. BLACKLINE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN |
WOODLAND HILLS CA |
| 1,106 |
| $184.0M |
| $830K |
| 4 | FALLSWAY EQUIPMENT CO. INC. FALLSWAY EQUIPMENT CO. INC. 401(K) PROFIT SHARING PLAN AND TRUST | AKRON OH | 173 | $13.9M | $527K |
| 5 | DON QUIJOTE (USA) CO., LTD. DON QUIJOTE (USA) CO., LTD. PROFIT-SHARING RETIREMENT/INDIVIDUAL MATCHED SAVINGS PLAN | HONOLULU HI | 1,956 | $80.4M | $526K |
| 6 | J. E. GROTE COMPANY, INC. J. E. GROTE COMPANY 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 381 | $27.0M | $224K |
| 7 | FAIRHOPE HOSPICE & PALLIATIVE CARE, INC. FAIRHOPE HOSPICE & PALLIATIVE CARE, INC. PROFIT SHARING & 401(K) PLAN | LANCASTER OH | 107 | $4.3M | $219K |
| 8 | NURO, INC. NURO, INC. 401(K) RETIREMENT PLAN | MOUNTAIN VIEW CA | 567 | $66.0M | $195K |
| 9 | MEYER PROPERTIES MEYER GROUP 401(K) PLAN AND TRUST | NEWPORT BEACH CA | 80 | $19.7M | $190K |
| 10 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $92K |
