Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Income Fund; Class X in their Schedule of Assets, totaling $55.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | 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 |
| 2 | ICONECTIV, LLC ICONECTIV 401(K) PLAN | BRIDGEWATER NJ | 408 | $239.2M | $5.7M |
| 3 | KELLY HART & HALLMAN LLP |
FORT WORTH TX |
| 233 |
| $161.4M |
| $5.5M |
| 4 | WILLIAMS SCOTSMAN, INC. WILLSCOT 401(K) PLAN | PHOENIX AZ | 4,188 | $284.6M | $4.7M |
| 5 | WHEATON COLLEGE WHEATON COLLEGE RETIREMENT PLAN | WHEATON IL | 1,354 | $238.7M | $4.1M |
| 6 | KELLY SPICERS INC. THE KELLY SPICERS 401(K) PLAN | SANTA FE SPRINGS CA | 547 | $133.3M | $2.5M |
| 7 | AIT WORLDWIDE LOGISTICS, INC. AIT WORLDWIDE LOGISTICS, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 1,664 | $117.3M | $2.4M |
| 8 | BARTON MALOW HOLDINGS LLC BARTON MALOW PROFIT SHARING AND SAVINGS PLAN | SOUTHFIELD MI | 1,406 | $313.1M | $2.3M |
| 9 | ALLOYA CORPORATE FEDERAL CREDIT UNION ALLOYA CORPORATE FEDERAL CREDIT UNION SAVINGS RETIREMENT PLAN | NAPERVILLE IL | 217 | $83.0M | $2.3M |
| 10 | APL LOGISTICS AMERICAS, LTD THE SAVE PLAN | SCOTTSDALE AZ | 2,669 | $174.7M | $2.2M |
