Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Income Fund; Class X in their Schedule of Assets, totaling $81.1M 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 | WIPFLI LLP WIPFLI LLP 401(K) PROFIT SHARING PLAN | WAUSAU WI | 2,318 | $810.7M | $34.9M |
| 2 | THE HENRY M. JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE, INC. HENRY M. JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | BETHESDA MD | 2,718 | $616.3M | $7.2M |
| 3 | ICONECTIV, LLC |
BRIDGEWATER NJ |
| 408 |
| $239.2M |
| $5.7M |
| 4 | KELLY HART & HALLMAN LLP KELLY HART & HALLMAN PROFIT SHARING PLAN AND TRUST | FORT WORTH TX | 233 | $161.4M | $5.5M |
| 5 | WILLIAMS SCOTSMAN, INC. WILLSCOT 401(K) PLAN | PHOENIX AZ | 4,188 | $284.6M | $4.7M |
| 6 | KELLY SPICERS INC. THE KELLY SPICERS 401(K) PLAN | SANTA FE SPRINGS CA | 547 | $133.3M | $2.5M |
| 7 | BARTON MALOW HOLDINGS LLC BARTON MALOW PROFIT SHARING AND SAVINGS PLAN | SOUTHFIELD MI | 1,406 | $313.1M | $2.3M |
| 8 | APL LOGISTICS AMERICAS, LTD THE SAVE PLAN | SCOTTSDALE AZ | 2,669 | $174.7M | $2.2M |
| 9 | NEWFRONT NEWFRONT 401(K) PLAN | SAN MATEO CA | 726 | $116.5M | $1.9M |
| 10 | PARKER DRILLING COMPANY PARKER WELLBORE 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 891 | $96.5M | $1.7M |
