Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Dodge and Cox Income Fund # in their Schedule of Assets, totaling $71.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | U.A. LOCAL NO. 343 PENSION TRUST U. A. LOCAL NO. 343 DEFINED BENEFIT PLAN | VACAVILLE CA | 250 | $159.7M | $17.6M |
| 2 | NELSON IRRIGATION CORPORATION NELSON IRRIGATION CORPORATION 401(K) AND PROFIT SHARING PLAN | WALLA WALLA WA | 193 | $111.7M | $12.4M |
| 3 | DUCKS UNLIMITED, INC. |
MEMPHIS TN |
| 835 |
| $185.5M |
| $10.5M |
| 4 | CAROLLO ENGINEERS, INC. CAROLLO ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 1,519 | $398.2M | $9.6M |
| 5 | KIRBY MEDICAL CENTER KIRBY MEDICAL CENTER 401(K) PLAN | MONTICELLO IL | 354 | $42.4M | $6.3M |
| 6 | CARPENTERS LOCAL NO 491 ANNUITY PLAN CARPENTERS LOCAL UNION NO 491 ANNUITY PLAN | SPARKS MD | 1,130 | $37.3M | $4.1M |
| 7 | OXFORD FINANCIAL GROUP, LTD. OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN | CARMEL IN | 181 | $49.1M | $2.1M |
| 8 | MINNEAPOLIS RADIATION ONCOLOGY PHYSICIANS, P.A. MINNEAPOLIS RADIATION ONCOLOGY PHYSICIANS, P.A. 401(K) PLAN & TRUST | EDINA MN | 176 | $70.8M | $1.9M |
| 9 | PATRICK INDUSTRIES, INC. PATRICK INDUSTRIES, INC. 401(K) EMPLOYEE SAVINGS PLAN | ELKHART IN | 7,812 | $157.0M | $1.7M |
| 10 | JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC. JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN | BALA CYNWYD PA | 95 | $9.3M | $1.3M |
