Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Wellesley Registered Investment Company in their Schedule of Assets, totaling $1.4M 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 | THE LIGHTHOUSE FOR THE BLIND, INC. THE LIGHTHOUSE FOR THE BLIND, INC. TAX-DEFERRED ANNUITY PLAN | SEATTLE WA | 430 | $42.7M | $1.2M |
| 2 | JFE SHOJI AMERICA HOLDINGS, INC. JFE GROUP 401(K) PLAN | LONG BEACH CA | 1,005 | $69.9M | $234K |
