Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Dodge & Cox Funds Income Fund in their Schedule of Assets, totaling $67.5M 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 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 401(K) RETIREMENT PLAN | FARMINGTON CT | 29,076 | $2.9B | $45.1M |
| 2 | CRAMER-KRASSELT CO. THE CRAMER-KRASSELT PROFIT SHARING/401(K) PLAN | CHICAGO IL | 143 | $88.8M | $7.0M |
| 3 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 403(B) PLAN |
FARMINGTON CT |
| 4,589 |
| $665.8M |
| $6.5M |
| 4 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN | FARMINGTON CT | 2,571 | $146.6M | $2.6M |
| 5 | OWNERSEDGE, INC. OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 324 | $24.7M | $1.2M |
| 6 | ASYST TECHNOLOGIES L.P. ASYST TECHNOLOGIES RETIREMENT SAVINGS PLAN | KENOSHA WI | 124 | $13.3M | $1.2M |
| 7 | METAWATER USA, INC. METAWATER GROUP RETIREMENT PLAN | LOVES PARK IL | 293 | $65.7M | $1.1M |
| 8 | HANBURY EVANS WRIGHT VLATTAS + COMPANY HANBURY EVANS WRIGHT VLATTAS + COMPANY PROFIT SHARING PLAN | NORFOLK VA | 155 | $23.6M | $1.1M |
| 9 | GLENN RIEDER, LLC GLENN RIEDER, LLC 401(K) SAVINGS PLAN | WEST ALLIS WI | 275 | $19.6M | $811K |
| 10 | CATHEDRAL CORPORATION CATHEDRAL CORPORATION RETIREMENT SAVINGS PLAN | ROME NY | 260 | $25.5M | $515K |
