Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Dodge & Cox Income Fund I Dodge 0 in their Schedule of Assets, totaling $15.5M 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 | GOODWILL IND. OF NW NC, INC. GOODWILL INDUSTRIES OF NORTHWEST NORTH CAROLINA, INC. MONEY PURCHASE PLAN | WINSTON SALEM NC | 1,129 | $23.0M | $9.2M |
| 2 | KYANITE MINING CORPORATION KYANITE MINING CORPORATION EMPLOYEES' 401(K) SAVINGS AND PROFIT SHARING PLAN | DILLWYN VA | 118 | $24.9M | $1.4M |
| 3 | ANALYTICAL MECHANICS ASSOCIATES, INC. |
HAMPTON VA |
| 687 |
| $88.2M |
| $1.4M |
| 4 | TRANSWOOD, INC. TRANSWOOD EMPLOYEES' RETIREMENT PLAN | OMAHA NE | 812 | $35.2M | $639K |
| 5 | NASH JOHNSON & SONS' FARM, INC. NASH JOHNSON & SONS' SVGS & RET PLAN | ROSE HILL NC | 3,395 | $57.0M | $564K |
| 6 | KPM, LLC KPM, LLC 401(K) PROFIT SHARING PLAN | VIRGINIA BEACH VA | 258 | $18.0M | $474K |
| 7 | SALEM ELECTRIC COMPANY SALEM ELECTRIC CO. RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 164 | $15.5M | $410K |
| 8 | CANADIAN SOLAR USA INC. CANADIAN SOLAR (USA) 401(K) PLAN | WALNUT CREEK CA | 2,009 | $50.0M | $389K |
| 9 | SUMMIT PATHOLOGY SUMMIT PATHOLOGY 401(K) PROFIT SHARING PLAN AND TRUST | LOVELAND CO | 122 | $15.0M | $215K |
| 10 | NAVAL SYSTEMS, INC. NAVAL SYSTEMS, INC 401(K) PLAN | LEXINGTON PARK MD | 343 | $22.9M | $200K |
