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 funds in their Schedule of Assets, totaling $2.2M 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 | NEW YORK INDEPENDENT SYSTEM OPERATOR NEW YORK INDEPENDENT SYSTEM OPERATOR PENSION PLAN | RENSSELAER NY | 168 | $23.4M | $1.4M |
| 2 | THE HARRY FOX AGENCY LLC THE HARRY FOX AGENCY LLC PENSION PLAN | NEW YORK NY | 11 | $5.7M | $439K |
| 3 | ZIFFREN BRITTENHAM LLP ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 64 |
| $68.3M |
| $337K |
| 4 | CENTRAL GEORGIA HEART CENTER, PC CENTRAL GEORGIA HEART CENTER, PC PROFIT SHARING PLAN | MACON GA | 137 | $11.0M | $8K |
