Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Dodge&Cox Income Fund Class I in their Schedule of Assets, totaling $133.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF IW MID-AMERICA PENSION PLAN IRON WORKERS' MID-AMERICA PENSION PLAN | LANSING IL | 3,480 | $998.9M | $82.2M |
| 2 | TAFT STETTINIUS & HOLLISTER LLP TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS | CINCINNATI OH | 465 | $44.0M | $11.4M |
| 3 | NCL BAHAMAS LTD. |
MIAMI FL |
| 4,828 |
| $330.3M |
| $7.2M |
| 4 | SHIPMAN & GOODWIN LLP SHIPMAN & GOODWIN LLP PROFIT SHARING RETIREMENT PLAN AND TRUST | HARTFORD CT | 236 | $193.4M | $3.9M |
| 5 | FOREST RIVER, INC. FOREST RIVER, INC. 401(K) PLAN | ELKHART IN | 22,247 | $127.2M | $3.6M |
| 6 | FORENSIC MEDICAL MANAGEMENT SERVICES, PLC FORENSIC MEDICAL 401(K) SAVINGS PLAN | NASHVILLE TN | 83 | $14.5M | $3.0M |
| 7 | TRUECAR, INC. AND SUBSIDIARIES TRUECAR, INC. AND SUBSIDIARIES 401(K) PLAN | SANTA MONICA CA | 340 | $63.5M | $1.9M |
| 8 | WHEELABRATOR TECHNOLOGIES INC. WIN WASTE INNOVATIONS 401(K) PLAN | PORTSMOUTH NH | 2,156 | $189.3M | $1.6M |
| 9 | LUMBEE GUARANTY BANK LUMBEE GUARANTY BANK EMPLOYEES' PENSION PLAN | PEMBROKE NC | 26 | $7.3M | $1.6M |
| 10 | THE BOLER COMPANY THE MONEY ACCUMULATION PLAN OF THE BOLER COMPANY | SCHAUMBURG IL | 1,577 | $356.8M | $1.6M |
