Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dodge and Cox Income in their Schedule of Assets, totaling $79.1M 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 | BAYCARE HEALTH SYSTEM BAYCARE HEALTH SYSTEM RETIREMENT PLAN | CLEARWATER FL | 33,101 | $3.1B | $38.6M |
| 2 | SPRAYING SYSTEMS CO SPRAYING SYSTEMS CO. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | WHEATON IL | 1,161 | $255.1M | $27.1M |
| 3 | MITUTOYO AMERICA CORPORATION MITUTOYO AMERICA CORP. RETIREMENT PLAN |
AURORA IL |
| 392 |
| $58.2M |
| $9.2M |
| 4 | STAPLE COTTON COOPERATIVE ASSOCIATION GROUP PENSION PLAN FOR EMPLOYEES OF STAPLE COTTON COOPERATIVE ASSOCIATION | GREENWOOD MS | 150 | $60.8M | $2.7M |
| 5 | TATA CONSUMER PRODUCTS US HOLDINGS, INC. TATA CONSUMER PRODUCTS 401(K) PLAN | WOODCLIFF LAKE NJ | 161 | $16.7M | $670K |
| 6 | CHEMCOTE, INC. CHEMCOTE, INC. 401(K) PROFIT SHARING PLAN | DUBLIN OH | 138 | $9.1M | $353K |
| 7 | EIGHT O'CLOCK COFFEE COMPANY TATA CONSUMER PRODUCTS 401(K) PLAN | MONTVALE NJ | 78 | $15.2M | $200K |
| 8 | SOUTHERN MULTIFOODS, LLC SOUTHERN MULTIFOODS, LLC AND AFFILIATES 401(K) PLAN | JACKSONVILLE TX | 969 | $12.6M | $175K |
| 9 | VRF EYE SPECIALTY GROUP, PLC VRF EYE SPECIALTY GROUP 401(K) PLAN | MEMPHIS TN | 111 | $7.0M | $53K |
