Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Wellesley Income Inv in their Schedule of Assets, totaling $1.8M 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 | WILLOW BROOK CHRISTIAN SERVICES WILLOW BROOK 403(B) RETIREMENT PLAN | DELAWARE OH | 554 | $11.9M | $471K |
| 2 | MUESER RUTLEDGE CONSULTING ENGINEERS PLLC MUESER RUTLEDGE CONSULTING ENGINEERS PLLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 148 | $45.8M | $422K |
| 3 | NOTRE DAME FEDERAL CREDIT UNION |
NOTRE DAME IN |
| 203 |
| $15.4M |
| $390K |
| 4 | SELFHELP COMMUNITY SERVICES, INC. SELFHELP COMMUNITY SERVICES, INC. 403(B) PLAN | NEW YORK NY | 1,846 | $14.6M | $312K |
| 5 | FAIRFIELD GOURMET CORPORATION DAVID'S COOKIES / COOKIE CUPBOARD 401(K) PLAN | CEDAR GROVE NJ | 501 | $7.3M | $170K |
| 6 | VELTRI, INC. VELTRI, INC. 401(K) SAVINGS PLAN | FEASTERVILLE-TREVOSE PA | 170 | $9.6M | $63K |
| 7 | TM3 SYSTEMS INC TM3 SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | TRUMBULL CT | 167 | $9.1M | $4K |
