Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Funds Dodge & Cox Income Fund N/R in their Schedule of Assets, totaling $70.9M 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 | ARNOLD & PORTER KAYE SCHOLER LLP ARNOLD & PORTER PROFIT-SHARING AND 401(K) PLAN AND TRUST | WASHINGTON DC | 1,788 | $1.6B | $64.8M |
| 2 | ARTISAN PARTNERS HOLDINGS LP ARTISAN PARTNERS HOLDINGS LP 401(K) PLAN | MILWAUKEE WI | 542 | $387.6M | $5.4M |
| 3 | MANNA, INC. MANNA, INC. 401(K) PLAN |
LOUISVILLE KY |
| 683 |
| $29.6M |
| $763K |
