Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Income Fund Class X Mutual funds in their Schedule of Assets, totaling $11.6M 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 | ARCTERA US LLC ARCTERA 401(K) PLAN | PLEASANTON CA | 292 | $615.1M | $10.7M |
| 2 | BOLD ORANGE COMPANY, LLC BOLD ORANGE 401(K) PLAN | MINNEAPOLIS MN | 125 | $10.2M | $373K |
| 3 | DISCOVERY NATURAL RESOURCES LLC DISCOVERY NATURAL RESOURCES LLC RETIREMENT PLAN |
DENVER CO |
| 146 |
| $26.9M |
| $352K |
| 4 | PRECISION ANALYTICAL, INC. PRECISION ANALYTICAL, INC. 401(K) PLAN | MCMINNVILLE OR | 128 | $6.3M | $228K |
| 5 | COMMUNITY FOOD COOPERATIVE COMMUNITY FOOD COOPERATIVE 401(K) PROFIT SHARING PLAN AND TRUST | BELLINGHAM WA | 171 | $11.3M | $4K |
