Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge & Cox Funds Dodge & Cox Income in their Schedule of Assets, totaling $24.1M 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 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 51,410 | $838.9M | $13.4M |
| 2 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 21,135 | $651.5M | $7.6M |
| 3 | DURHAM SCHOOL SERVICES, L.P. NATIONAL EXPRESS SAFE HARBOR 401K PLAN |
LISLE IL |
| 17,262 |
| $129.9M |
| $2.8M |
| 4 | CNS HEALTHCARE CNS HEALTHCARE 403(B) PLAN | NOVI MI | 422 | $18.5M | $348K |
