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 in their Schedule of Assets, totaling $21.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | CNS HEALTHCARE CNS HEALTHCARE 403(B) PLAN | NOVI |
| 422 |
| $18.5M |
| $348K |