Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge and Cox Income Fund Class I in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BIERLEIN COMPANIES, INC. BIERLEIN 401(K) PROFIT SHARING PLAN | MIDLAND MI | 262 | $60.4M | $4.2M |
| 2 | PENN COLOR, INC. PENN COLOR, INC. PENSION PLAN | DOYLESTOWN PA | 249 | $36.3M | $1.8M |
| 3 | JEROME HOME JEROME HOME 403(B) PLAN | NEW BRITAIN |
| 302 |
| $6.0M |
| $193K |
| 4 | JEROME HOME JEROME HOME 401(K) PLAN | NEW BRITAIN CT | 186 | $3.6M | $90K |
| 5 | RESOURCE DATA, INC. RESOURCE DATA, INC. 401(K) PLAN | ANCHORAGE AK | 219 | $38.1M | $54K |
