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 Fund Class X N/R in their Schedule of Assets, totaling $1.4M 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 | EAST BANK CLUB VENTURE EAST BANK CLUB RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 499 | $20.7M | $731K |
| 2 | WISTIA, INC WISTIA, INC 401(K) PLAN | CAMBRIDGE MA | 184 | $21.4M | $374K |
| 3 | RESOLUTE INDUSTRIAL, LLC RESOLUTE INDUSTRIAL, LLC 401(K) PLAN |
WHEELING IL |
| 314 |
| $17.7M |
| $320K |
