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 Registered investment company in their Schedule of Assets, totaling $1.1M 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 | AERIES ENTERPRISES, LLC AERIES ENTERPRISES, LLC EMPLOYEES 401(K) SAVINGS PLAN | BELLEVUE WA | 315 | $17.0M | $603K |
| 2 | GOLDBERG COMPANIES, INC. GOLDBERG COMPANIES, INC. 401(K) PLAN | BEACHWOOD OH | 262 | $13.4M | $270K |
| 3 | NINTEX USA, INC. NINTEX USA, INC. |
BELLEVUE WA |
| 362 |
| $46.6M |
| $263K |
| 4 | MARIETTA MEMORIAL HOSPITAL MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN | MARIETTA OH | 2,079 | $30.7M | $12K |
