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 Investor Shares Mutual fund in their Schedule of Assets, totaling $510K 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 | NATIONAL RETAIL SYSTEMS, INC. NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN | NORTH BERGEN NJ | 736 | $40.5M | $323K |
| 2 | CHAMPION REHAB RESOURCES, LLC CHAMPION REHAB RESOURCES, LLC 401(K) PLAN | GADSDEN AL | 232 | $11.5M | $123K |
| 3 | ARK SYSTEMS, INC. ARK SYSTEMS, INC. PROFIT SHARING 401(K) PLAN |
COLUMBIA MD |
| 122 |
| $12.9M |
| $61K |
| 4 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $3K |
