Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge & Cox Income Cl I Mutual Fund in their Schedule of Assets, totaling $8.2M 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 | CLACK CORPORATION CLACK CORPORATION PROFIT SHARING 401(K) PLAN | WINDSOR WI | 417 | $85.3M | $4.4M |
| 2 | RADIOLOGY OF HUNTSVILLE, P.C. RADIOLOGY OF HUNTSVILLE, P.C. PENSION PLAN | HUNTSVILLE AL | 123 | $25.3M | $3.2M |
| 3 | ALTURA CREDIT UNION ALTURA CREDIT UNION 401(K) PLAN AND TRUST |
RIVERSIDE CA |
| 473 |
| $40.9M |
| $281K |
| 4 | DOW ELECTRIC, INC. DOW ELECTRIC, INC. 401(K) RETIREMENT PLAN | MALONE NY | 95 | $9.4M | $201K |
