Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Income Fund N/R in their Schedule of Assets, totaling $46.1M 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 | BT AMERICAS HOLDINGS INC. BT U.S. RETIREMENT SAVINGS PLAN 401(K) | DALLAS TX | 648 | $652.2M | $23.2M |
| 2 | MOFFATT & NICHOL MOFFATT & NICHOL 401(K) PROFIT SHARING PLAN | LONG BEACH CA | 1,024 | $230.4M | $11.2M |
| 3 | ATWELL, LLC ATWELL, LLC SAVINGS AND PROFIT SHARING PLAN |
SOUTHFIELD MI |
| 1,357 |
| $110.0M |
| $4.4M |
| 4 | URSINUS COLLEGE URSINUS COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | COLLEGEVILLE PA | 384 | $147.8M | $1.5M |
| 5 | GANNON UNIVERSITY GANNON UNIVERSITY DEFINED CONTRIBUTION PLAN | ERIE PA | 1,032 | $175.3M | $1.4M |
| 6 | COMMERCIAL BANK & TRUST OF PA COMMERCIAL BANK & TRUST OF PA EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | LATROBE PA | 78 | $18.0M | $1.1M |
| 7 | MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY 403(B) RETIREMENT PL | LOS ANGELES CA | 555 | $124.4M | $1.0M |
| 8 | RUG DOCTOR, LLC RUG DOCTOR, LLC 401(K) RETIREMENT PLAN | PLANO TX | 413 | $17.8M | $861K |
| 9 | NNA SERVICES, LLC NNA SERVICES PROFIT SHARING 401(K) PLAN | CHATSWORTH CA | 244 | $33.1M | $795K |
| 10 | HOSPITAL DEVELOPMENT CORPORATION D/B/A ROANE GENERAL HOSPITAL ROANE GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN | SPENCER WV | 335 | $24.4M | $302K |
