Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Income I N/R in their Schedule of Assets, totaling $6.6M 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 | HUMANGOOD NORCAL HUMANGOOD 401(K) PLAN | DUARTE CA | 5,450 | $157.8M | $5.0M |
| 2 | NEUMAN POOLS, INC. NEUMAN POOLS, INC. 401(K) RETIREMENT PLAN | BEAVER DAM WI | 144 | $23.3M | $927K |
| 3 | ELKAY PLASTICS CO., INC. ELKAY PLASTICS CO., INC. 401(K) PROFIT SHARING PLAN |
COMMERCE CA |
| 190 |
| $22.3M |
| $455K |
| 4 | SYMPHONY CORPORATION SYMPHONY CORPORATION RETIREMENT SAVINGS PLAN | MADISON WI | 105 | $9.8M | $244K |
| 5 | DSB TECHNOLOGIES, LLC DSB TECHNOLOGIES, LLC SAVINGS AND RETIREMENT PLAN | JANESVILLE WI | 271 | $15.1M | $28K |
