Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Wellesley Income Mutual fund in their Schedule of Assets, totaling $44.1M 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 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC RETIREMENT PLAN | UPTON NY | 2,739 | $1.5B | $21.5M |
| 2 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC 401(K) PLAN | UPTON NY | 2,351 | $949.0M | $18.4M |
| 3 | NORPAC RESOURCES, LLC |
LONGVIEW WA |
| 497 |
| $60.7M |
| $1.6M |
| 4 | GF HEALTH PRODUCTS, INC. GF HEALTH PRODUCTS, INC. EMPLOYEES 401(K) PLAN | ATLANTA GA | 292 | $23.7M | $716K |
| 5 | PREMIER HEALTH ASSOCIATES, LLC PHA, LLC 401(K) PROFIT SHARING PLAN | SPARTA NJ | 158 | $30.3M | $613K |
| 6 | NORTHPOINT DEVELOPMENT, LLC NORTHPOINT DEVELOPMENT, LLC 401(K) SAFE HARBOR PLAN | RIVERSIDE MO | 1,025 | $69.6M | $458K |
| 7 | AMERICA'S FAMILY HEALTH & WELFARE FUND AMERICA'S FAMILY WELFARE FUND | WILLIAMSVILLE NY | 405 | $2.9M | $362K |
| 8 | IT CONCEPTS, INC. IT CONCEPTS 401(K) PLAN | MCLEAN VA | 762 | $26.8M | $117K |
| 9 | MONTAUK BUS SERVICE, INC. THE NORTH FORK EXPRESS/MONTAUK BUS COMPANIES 401(K) SAVINGS PLAN | CENTER MORICHES NY | 346 | $1.7M | $99K |
| 10 | THG INTERNATIONAL LLC (DBA THG) THE HUT GROUP 401(K) PLAN | SHEPHERDSVILLE KY | 346 | $13.1M | $76K |
