Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Income CI I in their Schedule of Assets, totaling $291K 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 | SOUTHLAND CREDIT UNION SOUTHLAND CREDIT UNION 401(K) PLAN AND TRUST | LOS ALAMITOS CA | 169 | $25.9M | $231K |
| 2 | NEWK'S HOLDING COMPANY, LLC NEWK'S 401(K) PLAN | JACKSON MS | 304 | $5.5M | $60K |
