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 in their Schedule of Assets, totaling $5.4M 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 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN | LINCOLN RI | 503 | $26.0M | $1.4M |
| 2 | TRULIANT FEDERAL CREDIT UNION TRULIANT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | WINSTON-SALEM NC | 893 | $68.5M | $1.2M |
| 3 | FIRST UROLOGY P.S.C. |
JEFFERSONVILLE IN |
| 332 |
| $63.5M |
| $943K |
| 4 | MONTICELLO BANKSHARES, INC. MONTICELLO BANKSHARES, INC. RETIREMENT SAVINGS PLAN | MONTICELLO KY | 192 | $15.7M | $572K |
| 5 | J. ARTHUR TRUDEAU MEMORIAL CENTER 403(B) THRIFT PLAN OF J. ARTHUR TRUDEAU MEMORIAL CENTER | WARWICK RI | 333 | $12.8M | $385K |
| 6 | SOVITA CREDIT UNION SOVITA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | FLINT MI | 50 | $14.1M | $318K |
| 7 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. PREVAILING WAGE PLAN | LINCOLN RI | 735 | $6.2M | $316K |
| 8 | SUTTON FORD, INC. SUTTON AUTO TEAM RETIREMENT PLAN | MATTESON IL | 331 | $10.6M | $89K |
| 9 | YEAMANS HALL CLUB YEAMANS HALL CLUB 401 (K) PLAN | HANAHAN SC | 104 | $8.1M | $68K |
| 10 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $47K |
