Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dodge & Cox Income Fund Investment in The Thrift and Profit Sharing Trust for Cooperatives Maintained at Principal Trust Co. in their Schedule of Assets, totaling $525K 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 | FARM SERVICE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | HARLAN IA | 123 | $10.3M | $525K |
