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 N/R in their Schedule of Assets, totaling $70.7M 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 | PARSONS CORPORATION PARSONS CORPORATION RETIREMENT SAVINGS PLAN | CHANTILLY VA | 10,546 | $2.3B | $47.9M |
| 2 | CONNECTICUT CHILDREN'S MEDICAL CENTER CONNECTICUT CHILDREN'S RETIREMENT SAVINGS PLAN | HARTFORD CT | 3,681 | $540.8M | $7.1M |
| 3 | WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION |
MADISON WI |
| 1,731 |
| $317.1M |
| $5.1M |
| 4 | ST. PETERS HEALTH ST. PETER'S HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN | HELENA MT | 1,848 | $130.1M | $4.0M |
| 5 | NORMA MICHIGAN, INC. NORMA GROUP USA RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 1,169 | $81.2M | $3.9M |
| 6 | MOVERS SPECIALTY SERVICE, INC. MOVERS SPECIALTY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MONTGOMERYVILLE PA | 325 | $45.3M | $869K |
| 7 | NOVOLEX HOLDINGS, LLC NOVOLEX TE 401(K) PLAN | HARTSVILLE SC | 980 | $17.4M | $678K |
| 8 | WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION WPS BARGAINING UNIT EMPLOYEES 401K PLAN | MADISON WI | 338 | $23.4M | $559K |
| 9 | AMOSKEAG BEVERAGES, LLC AMOSKEAG BEVERAGES, LLC 401(K) PLAN | BOW NH | 233 | $22.0M | $322K |
| 10 | UMH MANAGEMENT SERVICES CORP. UNITED METHODIST HOMES 403 B PLAN | BINGHAMTON NY | 781 | $24.8M | $265K |
