Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Income Fd I in their Schedule of Assets, totaling $2.8M 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 | PINNACLE FINANCIAL CORPORATION PINNACLE FINANCIAL CORPORATION 401(K) PLAN | ELBERTON GA | 329 | $29.5M | $2.0M |
| 2 | CIRCLE GRAPHICS INC. CIRCLE GRAPHICS 401K PLAN | LONGMONT CO | 988 | $25.7M | $520K |
| 3 | STACK INFRASTRUCTURE INC. STACK INFRASTRUCTURE INC 401(K) PLAN |
DENVER CO |
| 466 |
| $21.9M |
| $289K |
