Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Dodge Cox Income Fund Mutual Funds - in their Schedule of Assets, totaling $57.7M 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 | REFINITIV US LLC LSEGH, INC. 401(K) PLAN | NEW YORK NY | 2,332 | $1.1B | $17.3M |
| 2 | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION ICMA RETIREMENT CORPORATION RETIREMENT SAVINGS PLAN | WASHINGTON DC | 609 | $396.6M | $12.5M |
| 3 | MISSION SUPPORT AND TEST SERVICES LLC |
LAS VEGAS NV |
| 60 |
| $42.9M |
| $7.6M |
| 4 | MISSION SUPPORT AND TEST SERVICES LLC NNSS STAFF PENSION PLAN | LAS VEGAS NV | 11 | $31.1M | $5.5M |
| 5 | PREMIER HEALTH PARTNERS EMPLOYEE RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS | DAYTON OH | 13,042 | $570.8M | $4.3M |
| 6 | YOUR RETIREMENT SAVINGS PLAN COMPANY YOUR RETIREMENT SAVINGS PLAN | COLUMBIA MS | 10,141 | $204.7M | $2.9M |
| 7 | TREDEGAR CORPORATION TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,444 | $137.3M | $1.5M |
| 8 | DELTA INDUSTRIAL, INC. D/B/A DELTA MODTECH DELTA MODTECH 401(K) PLAN | COON RAPIDS MN | 205 | $38.2M | $963K |
| 9 | NEW YORK ANESTHESIOLOGY MEDICAL SPECIALTIES, PC NEW YORK ANESTHESIOLOGY MEDICAL SPECIALTIES, PC PENSION PLAN | N. SYRACUSE NY | 107 | $10.4M | $925K |
| 10 | SHEPARD STEEL CO., INC. SHEPARD STEEL CO., INC. SECTION 401(K) PROFIT SHARING PLAN | HARTFORD CT | 81 | $14.1M | $666K |
