Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 253 U.S. retirement plans report holding Dodge&Cox Income Fund Mutual Fund in their Schedule of Assets, totaling $1.3B 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $494.8M |
| 2 | CHILDREN'S HOSPITAL LOS ANGELES CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES' 401(K) PLAN | LOS ANGELES CA | 8,208 | $821.1M | $41.6M |
| 3 | TRUSTEES OF THE SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST |
SPOKANE WA |
| 1,068 |
| $288.8M |
| $35.9M |
| 4 | ECOLAB INC. ECOLAB SAVINGS PLAN AND ESOP | ST. PAUL MN | 19,704 | $4.2B | $33.0M |
| 5 | SOUTHERN COMPANY SERVICES, INC. HEALTH AND WELFARE PLAN FOR RETIREES & INACTIVE EMPLOYEES OF SOUTHERN COMPANY GAS | ATLANTA GA | 0 | $132.5M | $31.0M |
| 6 | MERCURY GENERAL CORPORATION MERCURY GENERAL CORPORATION PROFIT SHARING PLAN | LOS ANGELES CA | 4,207 | $940.9M | $23.0M |
| 7 | HINES INTERESTS LIMITED PARTNERSHIP PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP | HOUSTON TX | 2,799 | $873.2M | $18.1M |
| 8 | PIXAR PIXAR EMPLOYEE'S 401(K) RETIREMENT PLAN | EMERYVILLE CA | 1,123 | $634.2M | $17.2M |
| 9 | MGIC INVESTMENT CORPORATION MGIC PROFIT SHARING AND SAVINGS PLAN | MILWAUKEE WI | 570 | $344.7M | $15.2M |
| 10 | SCP DISTRIBUTORS, LLC POOL CORPORATION 401(K) PLAN | COVINGTON LA | 4,766 | $436.0M | $14.6M |
