Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge and Cox Income Fund Registered investment company (y) in their Schedule of Assets, totaling $1.2M 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 | AREA ENERGY & ELECTRIC, INC. AREA ENERGY & ELECTRIC, INC. PROFIT SHARING PLAN | SIDNEY OH | 352 | $38.6M | $1.1M |
| 2 | MINSTER BANK MINSTER BANK PROFIT SHARING PLAN | MINSTER OH | 92 | $27.7M | $82K |
