Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Wellesley Income in their Schedule of Assets, totaling $7.3M 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 | RICHARD A. ALAIMO ASSOCIATES RICHARD A. ALAIMO ASSOCIATES SAVINGS AND INVESTMENT PLAN | MOUNT HOLLY NJ | 97 | $41.3M | $5.3M |
| 2 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $529K |
| 3 | OFFIT KURMAN, P.A. |
BETHESDA MD |
| 524 |
| $86.9M |
| $423K |
| 4 | DETROIT ENTERTAINMENT, L.L.C. DETROIT ENTERTAINMENT, L.L.C. PROFIT SHARING AND 401(K) PLAN | DETROIT MI | 1,482 | $115.0M | $327K |
| 5 | MIDTOWN COMMUNITY HEALTH CENTER, INC. MIDTOWN COMMUNITY HEALTH CENTER 403(B) PLAN | OGDEN UT | 184 | $14.2M | $170K |
| 6 | MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN | WILMINGTON DE | 162 | $69.0M | $152K |
| 7 | HARROGATE INCORPORATED HARROGATE EMPLOYEES ANNUITY PLAN | LAKEWOOD NJ | 208 | $6.2M | $147K |
| 8 | CHARTWELL MIDWEST WISCONSIN LLC, DBA UW HEALTH CARE DIRECT CHARTWELL MIDWEST WISCONSIN RETIREMENT PLAN | MIDDLETON WI | 265 | $26.8M | $88K |
| 9 | LOUREIRO ENGINEERING ASSOCIATES, INC. LOUREIRO ENGINEERING ASSOCIATES, INC 401(K) PLAN | PLAINVILLE CT | 163 | $25.3M | $77K |
| 10 | BEAUCHAMP DISTRIBUTING COMPANY BEAUCHAMP DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN | COMPTON CA | 118 | $7.8M | $74K |
