Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dodge & Cox Income Cl I Dodge & Cox Income Cl I ^ in their Schedule of Assets, totaling $6.5M 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 | MACLEAN POWER, LLC MACLEAN POWER 401(K) PLAN | FORT MILL SC | 1,371 | $64.5M | $2.8M |
| 2 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON LLP MASTER TRUST | BALTIMORE MD | — | $119.7M | $1.4M |
| 3 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST |
CHICAGO IL |
| — |
| $373.0M |
| $944K |
| 4 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP RETIREMENT PLAN | CHICAGO IL | 310 | $210.6M | $518K |
| 5 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR PARTNERS AND SUPPORT STAFF | CHICAGO IL | 336 | $135.9M | $343K |
| 6 | TRAMEC LLC TRAMEC, LLC 401(K) PLAN | OVERLAND PARK KS | 784 | $28.5M | $179K |
| 7 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $126K |
| 8 | INTEK PLASTICS, INC. INTEK PLASTICS, INC. MASTER TRUST | HASTINGS MN | — | $29.2M | $87K |
| 9 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $85K |
| 10 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR ATTORNEY EMPLOYEES | CHICAGO IL | 156 | $33.0M | $83K |
