Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Wellesley Income Fund Mutual fund in their Schedule of Assets, totaling $19.3M 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 | CADENCE BANK CADENCE 401(K) PROFIT-SHARING PLAN | TUPELO MS | 5,423 | $817.1M | $6.7M |
| 2 | MOSES LAKE COMMUNITY HEALTH CENTER MOSES LAKE COMMUNITY HEALTH CENTER 401(K) PLAN | MOSES LAKE WA | 337 | $27.0M | $2.9M |
| 3 | ARENTFOX SCHIFF LLP SCHIFF HARDIN LLP INCENTIVE SAVINGS 401(K) PLAN |
WASHINGTON DC |
| 289 |
| $218.4M |
| $1.8M |
| 4 | TOSCANA LIMITED, L.P. SUNRISE COMPANY 401(K) PLAN | PALM DESERT CA | 255 | $31.7M | $1.8M |
| 5 | CP&Y, INC. CP&Y, INC. 401(K) PLAN | DALLAS TX | 377 | $65.4M | $811K |
| 6 | HOOD & STRONG LLP HOOD & STRONG 401(K) PLAN | SAN FRANCISCO CA | 112 | $56.2M | $744K |
| 7 | NORTH SHORE BANK OF COMMERCE NORTH SHORE BANK 401(K) PLAN | DULUTH MN | 120 | $21.9M | $718K |
| 8 | SIRTEX MEDICAL, INC. SIRTEX MEDICAL INC. 401(K) PROFIT SHARING PLAN | WOBURN MA | 197 | $32.4M | $657K |
| 9 | THE MARET SCHOOL MARET SCHOOL SECTION 403(B) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 149 | $54.7M | $462K |
| 10 | C J MOYNA & SONS LLC C J MOYNA & SONS, LLC 401(K) RETIREMENT SAVINGS PLAN | ELKADER IA | 273 | $27.2M | $325K |
