Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge and Cox Income Fund Registered investment company in their Schedule of Assets, totaling $3.9M 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 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 484 | $131.6M | $1.5M |
| 2 | CRC COMPANIES L.L.C. CV SERVICES GROUP 401(K) RETIREMENT PLAN | ARLINGTON VA | 492 | $91.6M | $1.4M |
| 3 | CIVIL AIR PATROL CIVIL AIR PATROL EMPLOYEES SAVINGS TRUST |
MAXWELL AFB AL |
| 166 |
| $18.8M |
| $730K |
| 4 | MORRIS BANK MORRIS BANK 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | DUBLIN GA | 172 | $31.9M | $215K |
