Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dodge & Cox Income Fd in their Schedule of Assets, totaling $34.2M 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 | BEER INDUSTRY - LOCAL UNION NO. 703 PENSION FUND TRUSTEES BEER INDUSTRY - LOCAL UNION NO. 703 PENSION FUND | TINLEY PARK IL | 719 | $124.8M | $16.0M |
| 2 | BOT, N.W. GMP & ALLIED WORKERS PENSION PLAN NORTHWEST GLASS, MOLDERS, POTTERY, PLASTICS AND ALLIED WORKERS PENSION PLAN | MERCER ISLAND WA | 710 | $87.6M | $9.9M |
| 3 |
ATLANTA GA |
| 46 |
| $15.4M |
| $4.1M |
| 4 | BOARD OF TRUSTEES, MFOW MONEY PURCHASE PENSION PLAN MFOW MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 319 | $41.7M | $1.2M |
| 5 | FRESH MARK, INC. FRESH MARK, INC. PENSION PLAN | MASSILLON OH | 66 | $63.0M | $1.2M |
| 6 | B & W CUSTOM TRUCK BEDS, INC. B & W CUSTOM TRUCK BEDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HUMBOLDT KS | 416 | $43.8M | $758K |
| 7 | CONNOISSEUR MEDIA, LLC CONNOISSEUR MEDIA, LLC 401(K) PLAN | WESTPORT CT | 247 | $10.7M | $553K |
| 8 | NORTON SOUND HEALTH CORPORATION NORTON SOUND HEALTH CORPORATION EMPLOYEE TAX-DEFERRED 403(B) PLAN | NOME AK | 809 | $30.3M | $497K |