Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Income Fund #147 in their Schedule of Assets, totaling $35.4M 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 | IBEW LOCAL UNION 347 & IOWA CHAPTER OF NECA BOARD OF TRUSTEES IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN | TROY MI | 2,242 | $89.9M | $33.3M |
| 2 | C.E. NIEHOFF & CO. C.E. NIEHOFF & CO. EMPLOYEE STOCK OWNERSHIP PLAN | EVANSTON IL | 365 | $82.7M | $2.1M |
