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 Mutual fund n/a in their Schedule of Assets, totaling $70.5M 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 | THOMPSON HINE LLP THOMPSON HINE LLP RETIREMENT PLAN | CLEVELAND OH | 767 | $460.1M | $17.2M |
| 2 | FIRST INTERSTATE BANCSYSTEM, INC. FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN | BILLINGS MT | 3,478 | $481.7M | $11.7M |
| 3 | BRANDT HOLDINGS COMPANY BRANDT HOLDINGS COMPANY 401(K) PLAN |
FARGO ND |
| 1,713 |
| $114.3M |
| $11.3M |
| 4 | ALERUS FINANCIAL ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | GRAND FORKS ND | 864 | $192.1M | $6.3M |
| 5 | LUTHERAN CHARITY ASSOCIATION JAMESTOWN REGIONAL MEDICAL CENTER COMBINED RETIREMENT INCOME SAVINGS PLAN | JAMESTOWN ND | 315 | $55.8M | $4.2M |
| 6 | EQT CORPORATION EQT CORPORATION EMPLOYEE SAVINGS PLAN | PITTSBURGH PA | 1,501 | $456.8M | $3.8M |
| 7 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN | TULSA OK | 289 | $70.4M | $2.7M |
| 8 | KAPLAN TRUCKING COMPANY BESSEMER MANAGEMENT COMPANY 401(K) PLAN | CLEVELAND OH | 230 | $23.7M | $2.7M |
| 9 | THE FRANKLIN GROUP, INC. FRANKLIN BUILDING SUPPLY 401(K) PROFIT SHARING PLAN | BOISE ID | 623 | $17.9M | $2.6M |
| 10 | INDUSTRIAL BUILDERS, INC. INDUSTRIAL BUILDERS, INC. RETIREMENT PLAN | FARGO ND | 156 | $30.6M | $2.2M |
