Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Dodge & Cox Income Fund; Class X Registered investment company in their Schedule of Assets, totaling $143.5M 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 | CHILDREN'S HOSPITAL OF ORANGE COUNTY CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN | ORANGE CA | 5,939 | $592.7M | $26.4M |
| 2 | U.S. ANESTHESIA PARTNERS, INC U.S. ANESTHESIA PARTNERS, INC. 401(K) PLAN | DALLAS TX | 5,640 | $2.8B | $22.6M |
| 3 | GRIFFON CORPORATION |
NEW YORK NY |
| 3,770 |
| $650.2M |
| $22.0M |
| 4 | BAUSCH & LOMB AMERICAS INC. BAUSCH & LOMB AMERICAS INC. RETIREMENT SAVINGS PLAN | BRIDGEWATER NJ | 5,266 | $810.6M | $17.3M |
| 5 | BAUSCH HEALTH COMPANIES INC. BAUSCH HEALTH COMPANIES INC. RETIREMENT SAVINGS PLAN | BRIDGEWATER NJ | 1,867 | $691.0M | $16.0M |
| 6 | TOPGOLF CALLAWAY BRANDS CORP. TOPGOLF CALLAWAY BRANDS CORP. 401(K) PLAN. | CARLSBAD CA | 1,805 | $357.4M | $10.4M |
| 7 | HILL, WARD & HENDERSON, PROFESSIONAL ASSOCIATION HILL, WARD & HENDERSON, PROFESSIONAL ASSOCIATION PROFIT SHARING AND 401(K) PLAN | TAMPA FL | 236 | $146.1M | $6.7M |
| 8 | SCAN GROUP SCAN GROUP 401(K) PLAN | LONG BEACH CA | 2,121 | $201.2M | $6.0M |
| 9 | CRANE NXT, CO. CRANE NXT, CO. SAVINGS AND INVESTMENT PLAN | WALTHAM MA | 2,262 | $373.2M | $5.4M |
| 10 | WESCOM CENTRAL CREDIT UNION WESCOM CREDIT UNION 401(K) RETIREMENT PLAN | PASADENA CA | 972 | $178.1M | $4.1M |
