Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Dodge & Cox Income Fund Mutual fund -- in their Schedule of Assets, totaling $23.5M 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 | CENTRAL HUDSON GAS & ELECTRIC CORPORATION CENTRAL HUDSON GAS & ELECTRIC CORPORATION SAVINGS INCENTIVE PLAN | POUGHKEEPSIE NY | 1,245 | $448.5M | $8.7M |
| 2 | MISSION SUPPORT AND TEST SERVICES, LLC NNSS STAFF PENSION PLAN | PHILADELPHIA PA | 14 | $29.1M | $4.9M |
| 3 | MARLBOROUGH SCHOOL |
LOS ANGELES CA |
| 146 |
| $59.6M |
| $3.1M |
| 4 | RESEARCH TRIANGLE INSTITUTE RTI INTERNATIONAL RETIREE HEALTH PLAN | RESEARCH TRIANGLE PARK NC | 3,686 | $17.0M | $2.4M |
| 5 | MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. MOHAWK VALLEY COMMUNITY ACTION AGENCY, INC. 401(K) PLAN | UTICA NY | 226 | $6.0M | $1.3M |
| 6 | THE NORWICH FREE ACADEMY RET PLAN OF THE NORWICH FREE ACADEMY STAFF IN PENTEGRA RET TRUST | NORWICH CT | 80 | $11.0M | $896K |
| 7 | WINDHAM BRANNON, LLC WINDHAM BRANNON, LLC 401(K) RETIREMENT PLAN | ATLANTA GA | 235 | $44.1M | $672K |
| 8 | COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN | MASHPEE MA | 235 | $17.1M | $538K |
| 9 | QUICK CHEK CORPORATION QUICK CHEK CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN | WHITEHOUSE STATION NJ | 892 | $61.0M | $479K |
| 10 | CONSTANTIA FLEXIBLES AMERICA COMPANY CONSTANTIA FLEXIBLES AMERICA COMPANY 401(K) PLAN | BLYTHEWOOD SC | 235 | $21.0M | $319K |
