Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 83 U.S. retirement plans report holding Dodge & Cox Dodge& Cox Income in their Schedule of Assets, totaling $407.7M 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 | THE TURNER CORPORATION TURNER RETIREMENT INVESTMENT PLAN | NEW YORK NY | 7,860 | $2.8B | $90.5M |
| 2 | SYNGENTA CORPORATION SYNGENTA CORPORATION INVESTMENT SAVINGS PLAN | GREENSBORO NC | 4,159 | $2.0B | $53.4M |
| 3 | SUTTER HEALTH SUTTER HEALTH 403(B) SAVINGS PLAN |
SACRAMENTO CA |
| 59,303 |
| $7.6B |
| $49.8M |
| 4 | O.C. TANNER COMPANY O.C. TANNER RETIREMENT & SAVINGS PLAN | SALT LAKE CITY UT | 1,267 | $345.9M | $29.6M |
| 5 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. RETIREMENT PLAN | BOSTON MA | 2,182 | $1.3B | $25.5M |
| 6 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | BOSTON MA | 2,311 | $848.4M | $18.9M |
| 7 | THE DOCTORS MANAGEMENT COMPANY THE DOCTORS MANAGEMENT COMPANY 401(K) SAVINGS PLAN | NAPA CA | 839 | $313.3M | $15.0M |
| 8 | THE METHODIST HOSPITAL THE DEFINED CONTRIBUTION PLAN OF THE METHODIST HOSPITAL | HOUSTON TX | 29,678 | $752.3M | $11.9M |
| 9 | OHIO MACHINERY CO. OHIO MACHINERY CO. INCENTIVE SAVINGS PLAN | BROADVIEW HEIGHTS OH | 1,181 | $138.6M | $10.5M |
| 10 | STAR ONE CREDIT UNION STAR ONE CREDIT UNION SAVINGS PLAN | SUNNYVALE CA | 255 | $88.9M | $10.1M |
