Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dodge & Cox Income Fund Class I Interest in registered investment companies xx in their Schedule of Assets, totaling $889K 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 | SHIFT4 PAYMENTS, LLC SHIFT4 401(K) PLAN | CENTER VALLEY PA | 3,325 | $94.9M | $889K |
