Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Wellesley Income Investor Shares in their Schedule of Assets, totaling $136K 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 | SIMPLEX INVESTMENTS, LLC SIMPLEX INVESTMENTS, LLC 401(K) PLAN | CHICAGO IL | 109 | $43.0M | $136K |
