Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dodge & Cox Income Fund Class I Registered investment company in their Schedule of Assets, totaling $1.9M 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 | KLNB LLC KLNB LLC 401 K PROFIT SHARING PLAN AND TRUST | TOWSON MD | 139 | $65.0M | $995K |
| 2 | SILK ROAD MEDICAL, INC. SILK ROAD MEDICAL, INC. 401(K) PLAN | SUNNYVALE CA | 396 | $58.7M | $317K |
| 3 | TOTTEN TUBES, INC. TOTTEN TUBES, INC. PROFIT SHARING PLAN |
AZUSA CA |
| 123 |
| $15.9M |
| $285K |
| 4 | BEASLEY FOREST PRODUCTS, INC. BEASLEY FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | HAZLEHURST GA | 1,166 | $23.6M | $223K |
| 5 | NEWBASIS, LLC NEWBASIS, LLC SAVINGS AND RETIREMENT PLAN AND TRUST 401(K) PLAN | RIVERSIDE CA | 146 | $3.0M | $96K |
| 6 | OUSTER, INC. OUSTER, INC. 401(K) PLAN | SAN FRANCISCO CA | 194 | $25.1M | $16K |
| 7 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION SECTION 403(B) PLAN OF THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION | CHICAGO IL | 202 | $48.8M | $9K |
