Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Dodge & Cox Dodge + Cox Income I in their Schedule of Assets, totaling $121.5M 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 | CHART INDUSTRIES, INC. CHART INDUSTRIES, INC. 401(K) INVESTMENT AND SAVINGS PLAN | BALL GROUND GA | 3,630 | $428.3M | $68.2M |
| 2 | TERUMO BLOOD AND CELL TECHNOLOGIES, INC. TERUMO BCT, INC. 401(K) PLAN | LAKEWOOD CO | 1,807 | $348.9M | $9.9M |
| 3 | STS OPERATING, INC. SUNSOURCE SAVINGS AND INVESTMENT PLAN |
ADDISON IL |
| 1,124 |
| $167.5M |
| $6.4M |
| 4 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $4.2M |
| 5 | ADVANCED TECHNOLOGY SYSTEMS GROUP, LLC ADVANCED TECHNOLOGY SYSTEMS GROUP 401(K) PLAN | TROY MI | 489 | $34.5M | $3.4M |
| 6 | CONCORD HOSPITAL, INC. CONCORD HOSPITAL 403(B) PLAN | CONCORD NH | 4,886 | $269.3M | $3.3M |
| 7 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $2.6M |
| 8 | WATERFORD BANK, N.A. WATERFORD BANK RETIREMENT SAVINGS PLAN | TOLEDO OH | 105 | $21.4M | $1.8M |
| 9 | BLAZE CREDIT UNION BLAZE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | FALCON HEIGHTS MN | 116 | $55.6M | $1.6M |
| 10 | ROTH IGA FOODLINER, INC. ROTH IGA FOODLINER, INC. PROFIT SHARING PLAN | SALEM OR | 537 | $44.5M | $1.6M |
