Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Wellesley Income Fund: Admiral Shares Mutual Funds in their Schedule of Assets, totaling $1.2M 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 | AZTEC LANDSCAPING INC AZTEC LANDSCAPING INC 401(K) PROFIT SHARING PLAN & TRUST | LEMON GROVE CA | 407 | $1.0M | $939K |
| 2 | OREGON MUTUAL INSURANCE COMPANY OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN | MCMINNVILLE OR | 143 | $42.9M | $151K |
| 3 | PRECISION ANALYTICAL, INC. |
MCMINNVILLE OR |
| 128 |
| $6.3M |
| $72K |
| 4 | HERITAGE'S DAIRY STORES, INC. HERITAGE'S DAIRY STORES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | THOROFARE NJ | 135 | $6.7M | $23K |
