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 I Mutual fund in their Schedule of Assets, totaling $12.9M 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 | TOPCON AMERICA CORPORATION TOPCON AMERICA CORPORATION 401(K) PLAN | OAKLAND NJ | 1,186 | $206.3M | $3.5M |
| 2 | ARDEN BUILDING COMPANIES, LLC ARDEN BUILDING COMPANIES, LLC RETIREMENT PLAN | PAWTUCKET RI | 116 | $36.6M | $1.2M |
| 3 | GULFSIDE SUPPLY, INC. DBA GULFEAGLE SUPPLY |
TAMPA FL |
| 1,647 |
| $55.5M |
| $1.0M |
| 4 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $933K |
| 5 | NORTHEAST COLLEGE OF HEALTH SCIENCES NORTHEAST COLLEGE OF HEALTH SCIENCES RETIREMENT PLAN | SENECA FALLS NY | 157 | $64.9M | $904K |
| 6 | GLY CONSTRUCTION, INC. GLY CONSTRUCTION, INC. 401(K) PLAN | BELLEVUE WA | 183 | $104.1M | $740K |
| 7 | MCCRAY LUMBER COMPANY MCCRAY LUMBER COMPANY PROFIT SHARING PLAN | OVERLAND PARK KS | 229 | $22.8M | $652K |
| 8 | MERRIMACK COLLEGE MERRIMACK COLLEGE 403(B) RETIREMENT PLAN | NORTH ANDOVER MA | 1,171 | $184.6M | $532K |
| 9 | MCGEE CORPORATION SAVINGS PLAN FOR THE EMPLOYEES OF MCGEE CORPORATION | MATTHEWS NC | 159 | $8.2M | $457K |
| 10 | MACIAS GINI & O'CONNELL LLP MACIAS GINI & O'CONNELL LLP 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 462 | $57.1M | $448K |
