Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Dodge and Cox Income Fund Mutual fund - in their Schedule of Assets, totaling $39.9M 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 | NV ENERGY, INC. NV ENERGY 401K PLAN | RENO NV | 2,727 | $1.1B | $10.2M |
| 2 | GREAT NORTHERN CORPORATION GREAT NORTHERN CORPORATION RETIREMENT SAVINGS PLAN | APPLETON WI | 1,366 | $340.9M | $8.0M |
| 3 | SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN |
FRESNO CA |
| 187 |
| $52.4M |
| $4.8M |
| 4 | GOWER CORPORATION GOWER CORPORATION 401(K) PROFIT SHARING PLAN | GREENVILLE SC | 122 | $30.0M | $4.5M |
| 5 | SOUTH GEORGIA BANKING COMPANY SOUTH GEORGIA BANKING COMPANY 401(K) PROFIT SHARING PLAN | TIFTON GA | 125 | $18.0M | $2.8M |
| 6 | AMERICAN PILEDRIVING EQUIPMENT, INC. AMERICAN PILEDRIVING EQUIPMENT 401(K) PROFIT SHARING AND TRUST | KENT WA | 160 | $18.6M | $2.3M |
| 7 | HUMAN TECHNOLOGIES CORPORATION HUMAN TECHNOLOGIES CORPORATION RETIREMENT PLAN | UTICA NY | 328 | $11.8M | $2.2M |
| 8 | FOSSIL GROUP INC. FOSSIL GROUP, INC. SAVINGS AND RETIREMENT PLAN | RICHARDSON TX | 1,799 | $120.6M | $2.0M |
| 9 | FIRST IC BANK FIRST IC BANK 401(K) PLAN | DORAVILLE GA | 113 | $12.7M | $1.3M |
| 10 | TOWER LOAN OF MISSISSIPPI, LLC TOWER LOAN OF MISSISSIPPI, LLC 401(K) AND PROFIT SHARING PLAN | FLOWOOD MS | 513 | $59.8M | $902K |
