Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Wellesley Income Fund Investor Shares Registered Investment Company in their Schedule of Assets, totaling $19.8M 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 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES | ITHACA NY | 5,517 | $2.2B | $11.3M |
| 2 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE TAX DEFERRED ANNUITY PLAN | ITHACA NY | 12,526 | $1.6B | $8.3M |
| 3 | COBB MECHANICAL CONTRACTORS, INC. |
COLORADO SPRINGS CO |
| 201 |
| $31.0M |
| $215K |
