Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Income Fund, Class I in their Schedule of Assets, totaling $195.4M 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 | MEIJER, INC. MEIJER 401K RETIREMENT PLAN MASTER TRUST | GRAND RAPIDS MI | — | $2.2B | $71.4M |
| 2 | MEIJER, INC. MEIJER 401K RETIREMENT PLAN I | GRAND RAPIDS MI | 31,231 | $1.6B | $51.1M |
| 3 | PRATT INDUSTRIES U.S.A., INC. PRATT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN |
ATLANTA GA |
| 9,240 |
| $551.8M |
| $45.7M |
| 4 | PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | LOS ANGELES CA | 111 | $148.2M | $7.2M |
| 5 | LENDLEASE AMERICAS HOLDINGS, INC. LENDLEASE 401K PLAN | CHARLOTTE NC | 398 | $495.1M | $3.9M |
| 6 | DTSV, INC. DTSV GROUP 401(K) PLAN | NEWPORT NEWS VA | 1,140 | $32.7M | $3.5M |
| 7 | CENTURI GROUP, INC. CENTURI GROUP, INC. PROFIT SHARING PLAN | PHOENIX AZ | 1,260 | $134.7M | $2.7M |
| 8 | PRINCIPLE BUSINESS ENTERPRISES, INC. PRINCIPLE BUSINESS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | DUNBRIDGE OH | 289 | $25.2M | $2.0M |
| 9 | BEST BEST & KRIEGER LLP BEST BEST & KRIEGER LLP PROFIT-SHARING & EMPLOYEE SAVINGS PLAN | RIVERSIDE CA | 393 | $79.7M | $1.0M |
| 10 | CADENCE AEROSPACE VERUS AEROSPACE 401(K) PLAN | ANAHEIM CA | 458 | $45.8M | $978K |
