Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dodge & Cox Income Fund, I Registered Investment Company in their Schedule of Assets, totaling $2.8M 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 | P.J.K. FOOD SERVICE, LLC DBA KEANY PRODUCE & GOURMET KEANY PRODUCE & GOURMET AND RELATED ENTITIES 401(K) PLAN | LANDOVER MD | 511 | $32.5M | $860K |
| 2 | HAWAIIUSA FEDERAL CREDIT UNION HAWAIIUSA FCU RETIREMENT PLAN | HONOLULU HI | 368 | $62.5M | $784K |
| 3 | MOORE, COLSON & COMPANY, P.C. |
ATLANTA GA |
| 171 |
| $31.5M |
| $457K |
| 4 | JOHN BURROUGHS SCHOOL JOHN BURROUGHS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ST. LOUIS MO | 174 | $79.6M | $367K |
| 5 | NICHOLS CONSULTING ENGINEERS, CHTD. NICHOLS CONSULTING ENGINEERS, CHTD. 401(K) PLAN | RENO NV | 126 | $31.0M | $310K |
| 6 | SYNERGY MEDICAL SYSTEMS SYNERGY MEDICAL SYSTEMS RETIREMENT PLAN | EUGENE OR | 100 | $3.2M | $29K |
| 7 | HABITAT FOR HUMANITY EAST BAY/SILICON VALLEY INC HABITAT FOR HUMANITY EAST BAY RETIREMENT PLAN | OAKLAND CA | 82 | $9.2M | $19K |
| 8 | ANNIE WRIGHT SCHOOLS ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN | TACOMA WA | 323 | $30.7M | $6K |
