Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 100 U.S. retirement plans report holding Dodge & Cox Income Fund I Dodge & Cox 0 in their Schedule of Assets, totaling $67.6M 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 | EDCO DISPOSAL CORPORATION EDCO DEFERRED COMPENSATION PLAN | LEMON GROVE CA | 1,489 | $142.0M | $16.3M |
| 2 | BUSH BROTHERS & COMPANY BUSH BROTHERS & COMPANY EMPLOYEES' 401(K) PLAN AND TRUST AGREEMENT | KNOXVILLE TN | 722 | $66.3M | $6.0M |
| 3 | SOUTHERN CROWN PARTNERS, LLC |
FITZGERALD GA |
| 700 |
| $33.6M |
| $3.2M |
| 4 | HS HYOSUNG, USA HOLDINGS, INC HYOSUNG HOLDINGS USA, INC SAVINGS PLAN | CHARLOTTE NC | 1,426 | $65.6M | $2.0M |
| 5 | PLEXSYS INTERFACE PRODUCTS, INC. PLEXSYS INTERFACE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | CAMAS WA | 204 | $34.3M | $1.9M |
| 6 | WAKE INTERNAL MEDICINE CONSULTANTS, INC. WAKE INTERNAL MEDICINE CONSULTANTS INC. 401K PROFIT SHARING PLAN | RALEIGH NC | 152 | $45.9M | $1.8M |
| 7 | 9THWONDER GLOBAL, LLC GRAVITY GLOBAL, LLC 401(K) PLAN | HOUSTON TX | 172 | $21.6M | $1.7M |
| 8 | DAVIS, CARTER, SCOTT LTD. DAVIS, CARTER, SCOTT LTD. 401(K) PS PLAN | TYSONS VA | 61 | $22.1M | $1.6M |
| 9 | WESTBURY BANK WESTBURY BANK 401K PSP | WAUKESHA WI | 107 | $15.9M | $1.4M |
| 10 | SOUTH COAST LUMBER CO. SOUTH COAST LUMBER CO 401(K) EMPLOYEES' SAVINGS & PROFIT SHARING PLAN | BROOKINGS OR | 554 | $45.4M | $1.4M |
