Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Vanguard Wellesley Income Fund - in their Schedule of Assets, totaling $147.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BORAD OF TRUSTEES, AIRCONDITIONING AND REFRIGERATION AIRCONDITIONING AND REFRIGERATION INDUSTRY DEFINED CONTRIBUTION RETIREMENT PLAN | ORANGE CA | 3,117 | $228.3M | $52.2M |
| 2 | BOARD OF TRUSTEES FOR THE PLUMBER'S RETIREMENT SAVINGS FUND, LOCAL 130 PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. | CHICAGO IL | 5,911 | $448.5M | $51.2M |
| 3 |
VILLANOVA PA |
| 3,257 |
| $1.2B |
| $11.5M |
| 4 | WAUPACA FOUNDRY, INC. WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN | WAUPACA WI | 3,285 | $599.1M | $6.4M |
| 5 | WHITE AND WILLIAMS LLP WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 333 | $185.0M | $5.5M |
| 6 | COILCRAFT, INC. COILCRAFT RETIREMENT PLAN | CARY IL | 479 | $166.2M | $3.7M |
| 7 | HARDING UNIVERSITY HARDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SEARCY AR | 661 | $201.9M | $3.4M |
| 8 | HIGHLAND PELLETS LLC HIGHLAND PELLETS LLC 401(K) PROFIT SHARING PLAN & TRUST | PINE BLUFF AR | 99 | $2.2M | $1.2M |
| 9 | BOULDER SCIENTIFIC COMPANY BOULDER SCIENTIFIC COMPANY 401(K) SAVINGS & RETIREMENT PLAN | MEAD CO | 198 | $28.2M | $1.2M |
| 10 | BUTZEL LONG, A PROFESSIONAL CORPORATION BUTZEL LONG EMPLOYEES THRIFT PLAN AND TRUST | DETROIT MI | 246 | $109.3M | $1.1M |
