Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Income Fund I in their Schedule of Assets, totaling $14.1M 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 | BISSELL INC. BISSELL INC. 401(K) PLAN | GRAND RAPIDS MI | 909 | $144.4M | $4.6M |
| 2 | ALLEN OVERY SHEARMAN STERLING US LLP SHEARMAN & STERLING LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 708 | $542.1M | $4.0M |
| 3 | MARYLAND INSTITUTE COLLEGE OF ART MARYLAND INSTITUTE COLLEGE OF ART DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN |
BALTIMORE MD |
| 400 |
| $119.9M |
| $1.7M |
| 4 | WINLAND FOODS, INC. WINLAND FOODS, INC. 401(K) PLAN | OAK BROOK IL | 2,615 | $182.1M | $1.6M |
| 5 | STURM FINANCIAL GROUP INC. STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | DENVER CO | 533 | $49.7M | $630K |
| 6 | STS OPERATING, INC. PARAGON TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | WARREN MI | 114 | $15.8M | $297K |
| 7 | PARKER MOTOR FREIGHT ALS PROFIT SHARING 401(K) PLAN | JACKSON MI | 146 | $6.5M | $268K |
| 8 | BRANDYWINE AUTO PARTS, INC. BRANDYWINE COMPANIES GROUP PROFIT SHARING PLAN | BRANDYWINE MD | 70 | $15.2M | $186K |
| 9 | MARCUS JEWISH COMMUNITY CENTER OF ATLANTA 403B THRIFT PLAN OF MARCUS JEWISH COMMUNITY CENTER OF ATLANTA, INC. | DUNWOODY GA | 99 | $12.5M | $181K |
| 10 | AMARILLO NATIONAL BANK AMARILLO NATIONAL BANK 401(K) PLAN | AMARILLO TX | 719 | $118.5M | $159K |
