Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 84 U.S. retirement plans report holding Dodge & Cox Income Fund; Class X in their Schedule of Assets, totaling $500.4M 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 | R. R. DONNELLEY & SONS COMPANY RR DONNELLEY SAVINGS PLAN | CHICAGO IL | 13,854 | $1.4B | $82.7M |
| 2 | WESTROCK COMPANY WESTROCK COMPANY 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 31,545 | $5.0B | $56.5M |
| 3 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST |
ATLANTA GA |
| — |
| $4.8B |
| $56.5M |
| 4 | FERGUSON ENTERPRISES, LLC FERGUSON ENTERPRISES, LLC, 401(K) RETIREMENT SAVINGS PLAN | NEWPORT NEWS VA | 30,502 | $3.6B | $41.3M |
| 5 | WPP GROUP USA, INC. THE SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 19,575 | $4.7B | $37.8M |
| 6 | ARCADIS U.S., INC. ARCADIS U.S., INC. RETIREMENT SAVINGS PLAN | HIGHLANDS RANCH CO | 7,359 | $2.3B | $37.6M |
| 7 | MID-ATLANTIC PERMANENTE MEDICAL GROUP, PC MID-ATLANTIC PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | WASHINGTON DC | 2,167 | $1.1B | $30.4M |
| 8 | WAKE RADIOLOGY CONSULTANTS, P.A 401(K)/PROFIT SHARING PLAN AND TRUST FOR WAKE RADIOLOGY CONSULTANTS, P.A. | RALEIGH NC | 416 | $192.7M | $18.4M |
| 9 | QORVO US, INC. QORVO 401(K) PLAN | HILLSBORO OR | 4,547 | $1.2B | $12.5M |
| 10 | ARROW ELECTRONICS, INC. ARROW ELECTRONICS SAVINGS PLAN | CENTENNIAL CO | 4,271 | $1.5B | $10.0M |
