Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Wellesley Income Fund Admiral Shares Registered investment company in their Schedule of Assets, totaling $141.8M 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 VANGUARD GROUP, INC. THE VANGUARD RETIREMENT AND SAVINGS PLAN | MALVERN PA | 17,477 | $11.1B | $76.8M |
| 2 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $25.5M |
| 3 | NASH HOLDINGS LLC |
SEATTLE WA |
| 2,091 |
| $565.8M |
| $14.8M |
| 4 | WEATHER GROUP LLC WEATHER GROUP LLC 401(K) SAVINGS PLAN | ATLANTA GA | 552 | $181.6M | $7.6M |
| 5 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY SUPPLEMENTAL TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 12,000 | $1.3B | $6.9M |
| 6 | SCHRODER US HOLDINGS INC. SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN | NEW YORK NY | 344 | $220.8M | $3.9M |
| 7 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION SECTION 403(B) PLAN OF THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION | CHICAGO IL | 202 | $48.8M | $1.3M |
| 8 | GRAPHIC SOLUTIONS GROUP, INC GRAPHIC SOLUTIONS GROUP, INC 401(K) PLAN AND TRUST AGREEMENT | DALLAS TX | 289 | $28.1M | $1.1M |
| 9 | HARTER SECREST & EMERY LLP HARTER SECREST & EMERY SAVINGS AND PROFIT-SHARING PLAN | ROCHESTER NY | 213 | $159.6M | $991K |
| 10 | F. KORBEL & BROS. F. KORBEL & BROS. 401(K) RETIREMENT PLAN | GUERNEVILLE CA | 282 | $89.8M | $930K |
