Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dodge & Cox Income Fd I Registered Investment Company in their Schedule of Assets, totaling $3.2M 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 | FIRST NATIONAL BANK OF AMERICA FIRST NATIONAL BANK OF AMERICA RETIREMENT PLAN | EAST LANSING MI | 489 | $54.2M | $821K |
| 2 | DALBY, WENDLAND AND COMPANY, P. C. DALBY, WENDLAND AND COMPANY, P. C. SALARY | GRAND JUNCTION CO | 96 | $17.3M | $672K |
| 3 | LEDWELL & SON ENTERPRISES, INC. |
TEXARKANA TX |
| 471 |
| $68.5M |
| $571K |
| 4 | VISTA PAINT CORPORATION VISTA PAINT CORPORATION 401K SALARY SAVINGS PLAN | FULLERTON CA | 492 | $21.8M | $439K |
| 5 | YNAP CORPORATION YNAP 401(K) SAVINGS PLAN | MAHWAH NJ | 554 | $25.3M | $344K |
| 6 | AMERICAN STUDENT ASSISTANCE D/B/A AMERICAN STUDENT ASSISTANCE AMERICAN STUDENT ASSISTANCE 403 (B) RETIREMENT PLAN | BOSTON MA | 79 | $38.2M | $306K |
| 7 | FACTORY AUTOMATION SYSTEMS, INC. FACTORY AUTOMATION SYSTEMS, INC. 401(K) RETIREMENT | ATLANTA GA | 81 | $29.9M | $20K |
