Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Wellesley Income Inv Vanguard 0 in their Schedule of Assets, totaling $6.1M 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 | ALPHA EMS CORPORATION ALPHA EMS CORPORATION 401(K) PLAN | FREMONT CA | 119 | $5.0M | $1.2M |
| 2 | PHOENIX SERVICES LLC PHOENIX SERVICES LLC 401(K) PLAN | RADNOR PA | 802 | $15.1M | $1.0M |
| 3 | THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA THE CHAMBER OF COMMERCE FOR GRT PHILADELPHIA 401(K) PLAN |
PHILADELPHIA PA |
| 69 |
| $16.5M |
| $1.0M |
| 4 | HEALTHCARE PERFORMANCE GROUP, INC. HPG 401(K) RETIREMENT PLAN | COLWICH KS | 83 | $26.4M | $712K |
| 5 | MURFIN, INC. MURFIN, INC., RETIREMENT PLAN | WICHITA KS | 1,334 | $124.1M | $681K |
| 6 | FLORIDA PENINSULA HOLDING, LLC FLORIDA PENINSULA HOLDING, LLC 401(K) PLAN | BOCA RATON FL | 302 | $25.6M | $352K |
| 7 | CURANT INC CURANT INC 401(K) PLAN | SAINT PETERBURG FL | 183 | $17.1M | $276K |
| 8 | JAS DESIGN-BUILD INC. JAS DESIGN-BUILD INCORPORATED 401(K) PLAN | SEATTLE WA | 109 | $12.1M | $265K |
| 9 | SOUTHEAST MORTGAGE OF GEORGIA, INC. SOUTHEAST MORTGAGE OF GEORGIA, INC. 401(K) PLAN | DULUTH GA | 147 | $10.0M | $234K |
| 10 | VERINEXT CORP. VERINEXT CORP. 401(K) RETIREMENT PLAN | BLUE BELL PA | 276 | $39.8M | $174K |
