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 Mutual fund N/A in their Schedule of Assets, totaling $1.7M 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 | REDBUILT LLC REDBUILT 401(K) PLAN | BOISE ID | 443 | $28.5M | $726K |
| 2 | NORLEN, INC NORLEN INC 401K PROFIT SHARING PLAN AND TRUST | SCHOFIELD WI | 120 | $9.0M | $397K |
| 3 | EMA DESIGN AUTOMATION INC EMA DESIGN AUTOMATION INC 401(K) PROFIT SHARING PLAN & TRUST |
ROCHESTER NY |
| 84 |
| $11.6M |
| $331K |
| 4 | HILLCREST FAMILY SERVICES HILLCREST FAMILY SERVICES UNION AND NON-UNION 401(K) PLAN | DUBUQUE IA | 206 | $9.3M | $139K |
| 5 | MAINTENX INTERNATIONAL SERVICE MANAGEMENT GROUP, INC. MAINTENX 401(K) PLAN | TAMPA FL | 427 | $11.4M | $69K |
