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, Admiral Shares Registered Investment Companies in their Schedule of Assets, totaling $57.8M 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 | THE JOHNS HOPKINS UNIVERSITY APPLIE D PHYSICS LABORATORY LLC JHU/APL THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY PENSION PLAN A | LAUREL MD | 8,731 | $3.0B | $31.8M |
| 2 | THE JOHNS HOPKINS UNIVERSITY APPLIE D PHYSICS LABORATORY LLC JHU/APL THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY PENSION PLAN B | LAUREL MD | 9,322 | $3.0B | $22.0M |
| 3 |
RESTON VA |
| 513 |
| $107.7M |
| $2.3M |
| 4 | AMERICAN COLLEGE OF RADIOLOGY AMERICAN COLLEGE OF RADIOLOGY 403(B) PLAN | RESTON VA | 511 | $80.0M | $1.4M |
| 5 | LENFEST ENTERPRISES, LLC LENFEST ENTERPRISES RETIREMENT PLAN | PLYMOUTH MEETING PA | 158 | $21.5M | $241K |
