Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard Wellesley® Income Fund Admiral™ Shares Mutual Fund in their Schedule of Assets, totaling $47.3M 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 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 7,313 | $4.6B | $18.9M |
| 2 | DAVIS GRAHAM & STUBBS LLP DAVIS GRAHAM & STUBBS LLP RETIREMENT PLAN | DENVER CO | 227 | $179.8M | $11.7M |
| 3 | NEW YORK UNIVERSITY |
NEW YORK NY |
| 11,831 |
| $999.6M |
| $4.8M |
| 4 | JOHN STAURULAKIS, LLC JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN | GREENBELT MD | 556 | $62.6M | $4.0M |
| 5 | KNOWLAN'S SUPER MARKETS, INC. KNOWLAN'S SUPERMARKETS, INC. 401(K) RETIREMENT SAVINGS PLAN | VADNAIS HEIGHTS MN | 443 | $23.7M | $2.0M |
| 6 | COLUMBIA ANESTHESIA GROUP PS COLUMBIA ANESTHESIA GROUP PS PROFIT SHARING PLAN | VANCOUVER WA | 69 | $67.1M | $1.1M |
| 7 | VERACYTE, INC. VERACYTE, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 608 | $58.6M | $1.0M |
| 8 | BANE CONCORD MASTER, LLC BANE CONCORD 401(K) PLAN | BRAINTREE MA | 713 | $11.4M | $821K |
| 9 | ARROW FABRICATED TUBING, INC. ARROW FABRICATED TUBING, INC. 401(K) PROFIT SHARING PLAN | GARLAND TX | 230 | $8.6M | $526K |
| 10 | INCLUSIVE EDUCATION AND COMMUN INCLUSIVE EDUCATION AND COMMUN 401(K) PROFIT SHARING PLAN & TRUST | OXNARD CA | 294 | $3.8M | $436K |
