Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Vanguard Wellesley Income Fund Admiral Shares # in their Schedule of Assets, totaling $88.1M 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 | AMERIHEALTH CARITAS SERVICES, LLC AMERIHEALTH CARITAS 401(K) PLAN | NEWTOWN SQUARE PA | 9,598 | $947.5M | $15.1M |
| 2 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 453 | $245.5M | $13.4M |
| 3 | PLYMOUTH ROCK ASSURANCE CORPORATION |
BOSTON MA |
| 1,969 |
| $505.3M |
| $11.5M |
| 4 | EMBRY-RIDDLE AERONAUTICAL UNIVERSITY EMBRY-RIDDLE AERONAUTICAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | DAYTONA BEACH FL | 4,106 | $641.1M | $10.2M |
| 5 | EMERGENCY CARE SPECIALISTS, P.C. ECS, P. C. PROFIT SHARING AND SAVINGS PLAN AND TRUST | GRAND RAPIDS MI | 374 | $195.0M | $9.4M |
| 6 | FCCI SERVICES, INC. FCCI SERVICES, INC. 401(K) PROFIT SHARING PLAN | SARASOTA FL | 881 | $253.8M | $8.1M |
| 7 | BOBST NORTH AMERICA, INC SALARY SAVINGS PLAN FOR EMPLOYEES OF BOBST NORTH AMERICA | PARSIPPANY NJ | 244 | $115.9M | $3.1M |
| 8 | PHYSICIAN BUSINESS SERVICES, LLC WOMEN'S CARE 401(K) PLAN | TAMPA FL | 2,177 | $243.3M | $2.2M |
| 9 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $1.9M |
| 10 | PIRELLI TIRE LLC PIRELLI TIRE SAVINGS PLAN | ROME GA | 319 | $65.0M | $1.7M |
