Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Income F in their Schedule of Assets, totaling $8.7M 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 | MILLER NASH LLP MILLER NASH LLP 401(K) PLAN | PORTLAND OR | 273 | $162.1M | $5.6M |
| 2 | UNITED WAY OF GREATER ATLANTA, INC. THE PENSION PLAN OF UNITED WAY OF GREATER ATLANTA, INC. | ATLANTA GA | 57 | $17.3M | $2.5M |
| 3 | BEYER SERVICES, LLC BEYER SERVICES 401(K) PLAN |
HOUSTON TX |
| 336 |
| $19.2M |
| $442K |
| 4 | ZEHNDER'S OF FRANKENMUTH, INC. ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & PROFIT SHARING PLAN & TRUST | FRANKENMUTH MI | 418 | $19.0M | $141K |
