Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Wellesley Income in their Schedule of Assets, totaling $618K 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 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $529K |
| 2 | BEAUCHAMP DISTRIBUTING COMPANY BEAUCHAMP DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN | COMPTON CA | 118 | $7.8M | $74K |
| 3 | JONES STREET RESIDENTIAL, INC. |
BOSTON MA |
| 166 |
| $5.0M |
| $16K |
