Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge and Cox Dodge and Cox Income in their Schedule of Assets, totaling $689K 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 | UB FAMILY MEDICINE INC UB FAMILY MEDICINE INC 401(K) PROFIT SHARING PLAN AND TRUST | BUFFALO NY | 147 | $22.0M | $429K |
| 2 | G & S ENTERPRISES, INC. G & S ENTERPRISES, INC. 401(K) PLAN | JACKSON MS | 766 | $43.3M | $261K |
