Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dodge & Cox Income Fund Class X Mutual funds in their Schedule of Assets, totaling $14.1M 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 | ARCTERA US LLC ARCTERA 401(K) PLAN | PLEASANTON CA | 292 | $615.1M | $10.7M |
| 2 | RANPAK CORP. RANPAK CORP. 401(K) PROFIT SHARING PLAN AND TRUST | CONCORD TOWNSHIP OH | 327 | $22.4M | $2.5M |
| 3 | BOLD ORANGE COMPANY, LLC BOLD ORANGE 401(K) PLAN |
| 125 |
| $10.2M |
| $373K |
| 4 | DISCOVERY NATURAL RESOURCES LLC DISCOVERY NATURAL RESOURCES LLC RETIREMENT PLAN | DENVER CO | 146 | $26.9M | $352K |
| 5 | PRECISION ANALYTICAL, INC. PRECISION ANALYTICAL, INC. 401(K) PLAN | MCMINNVILLE OR | 128 | $6.3M | $228K |
| 6 | COMMUNITY FOOD COOPERATIVE COMMUNITY FOOD COOPERATIVE 401(K) PROFIT SHARING PLAN AND TRUST | BELLINGHAM WA | 171 | $11.3M | $4K |
