Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dodge and Cox Dodge and Cox Income Fund in their Schedule of Assets, totaling $7.5M 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 | ORLANDO ORTHOPAEDIC CENTER M.D. P.A. ORLANDO ORTHOPAEDIC CENTER M.D. P.A. 401(K) PROFIT SHARING PLAN | ORLANDO FL | 230 | $53.0M | $2.4M |
| 2 | THE PIPE LINE DEVELOPMENT COMPANY THE PIPE LINE DEVELOPMENT COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST | STRONGSVILLE OH | 107 | $26.5M | $2.3M |
| 3 | MCNEILUS STEEL, INC. |
DODGE CENTER MN |
| 699 |
| $108.6M |
| $1.4M |
| 4 | COLSON GROUP HOLDINGS, LLC COLSON GROUP HOLDINGS, LLC. EMPLOYEES' RETIREMENT PLAN | OAKBROOK TERRACE IL | 476 | $37.7M | $639K |
| 5 | CROWNE MANAGEMENT, LLC CROWNE MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN | MONROEVILLE AL | 2,275 | $33.6M | $429K |
| 6 | BURKE AMERICA PARTS GROUP, L.L.C. BURKE AMERICA 401(K) PLAN | CHICAGO IL | 198 | $8.0M | $287K |
