Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Dodge & Cox Income Fund Class I Mutual fund in their Schedule of Assets, totaling $21.7M 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 | TRUSTEES OF INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN | OMAHA NE | 181 | $51.4M | $4.4M |
| 2 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $2.9M |
| 3 | SINCH AMERICA, INC. SINCH AMERICA 401(K) PLAN |
ATLANTA GA |
| 1,194 |
| $151.7M |
| $2.5M |
| 4 | VERITEX COMMUNITY BANK VERITEX COMMUNITY BANK 401(K) PLAN | DALLAS TX | 869 | $84.0M | $2.2M |
| 5 | CARL ZEISS VISION INC. CARL ZEISS VISION INC. 401(K) PLAN | HEBRON KY | 783 | $70.0M | $2.0M |
| 6 | SANTA YNEZ BAND OF CHUMASH INDIANS SANTA YNEZ BAND OF CHUMASH INDIANS 401(K) PLAN | SANTA YNEZ CA | 2,416 | $144.4M | $1.4M |
| 7 | VIRGINIA INDUSTRIES, INC. VIRGINIA INDUSTRIES RETIREMENT PLAN | ROCKY HILL CT | 21 | $9.2M | $1.4M |
| 8 | XL INDUSTRIES XL INDUSTRIES 401(K) PLAN | MILPITAS CA | 255 | $65.7M | $1.3M |
| 9 | WEYLCHEM US INC. HARDWICKE CHEMICAL INC. PENSION PLAN | ELGIN SC | 6 | $17.8M | $1.3M |
| 10 | BERLINER COHEN, LLP BERLINER COHEN RETIREMENT PLAN | SAN JOSE CA | 107 | $54.1M | $384K |
