Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dodge Cox Income Fd Mutual Fund in their Schedule of Assets, totaling $45.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE ODOM CORPORATION THE ODOM CORPORATION SALARY SAVINGS PLAN AND TRUST | BELLEVUE WA | 2,316 | $126.6M | $22.5M |
| 2 | USIBELLI COAL MINE, INC. USIBELLI COAL MINE, INC. MASTER TRUST | HEALY AK | — | $72.2M | $12.8M |
| 3 | MARK ANTHONY BRANDS INC. MARK ANTHONY GROUP 401(K) PLAN |
CHICAGO IL |
| 1,431 |
| $79.5M |
| $2.5M |
| 4 | WESTERN RESERVE MUTUAL CASUALTY COMPANY WESTERN RESERVE GROUP 401(K) PROFIT SHARING PLAN | WOOSTER OH | 287 | $62.0M | $2.2M |
| 5 | KFI ENGINEERS, PC KFI ENGINEERS 401(K) PLAN | ST. PAUL MN | 273 | $35.3M | $1.7M |
| 6 | IBEW LOCAL NO 246 WELFARE FUND BOARD OF TRUSTEES STEUBENVILLE ELECTRICAL WELFARE FUND | PITTSBURGH PA | 189 | $6.3M | $1.6M |
| 7 | MOUNT OLIVE PICKLE COMPANY, INC. MOUNT OLIVE PICKLE COMPANY, INC. PROFIT SHARING AND SAVINGS PLAN | MOUNT OLIVE NC | 1,170 | $85.1M | $1.5M |
| 8 | PENDER EMS AND FIRE, INC. PENDER EMS AND FIRE, INC. RETIREMENT PENSION PLAN | BURGAW NC | 68 | $6.5M | $563K |
| 9 | JOINT BOARD OF ADMINISTRATION IATSE , MPT, A & AC, LOCAL NO. 46 IATSE , MPT, A & AC OF THE U.S. AND CANADA LOCAL NO. 46 PENSION PLAN | NASHVILLE TN | 272 | $13.6M | $305K |
| 10 | POGUE CONSTRUCTION CO., LP POGUE CONSTRUCTION CO., LP 401(K) PROFIT SHARING PLAN | MCKINNEY MI | 257 | $17.9M | $116K |
