Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dodge & Cox Income Fund N/R in their Schedule of Assets, totaling $17.5M 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 | MIRON CONSTRUCTION CO., INC. MIRON CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN | NEENAH WI | 438 | $131.1M | $7.0M |
| 2 | SCHNEIDER NATIONAL, INC. SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN | GREEN BAY WI | 15,808 | $893.4M | $4.8M |
| 3 | INDEPENDENT PHARMACY COOPERATIVE |
SUN PRAIRIE WI |
| 161 |
| $19.9M |
| $2.2M |
| 4 | KAHLER SLATER, INC. KAHLER SLATER 401(K) SAVINGS PLAN | MILWAUKEE WI | 126 | $25.4M | $1.3M |
| 5 | PASSAVANT MEMORIAL HOMES PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN | PITTSBURGH PA | 857 | $4.8M | $965K |
| 6 | FAZIO MECHANICAL SERVICES, INC. FAZIO MECHANICAL SERVICES, INC. PROFIT SHARING PLAN | PITTSBURGH PA | 90 | $12.7M | $579K |
| 7 | AIR WISCONSIN AIRLINES LLC IAMAW LOCAL NO. 2575 - AIR WISCONSIN AIRLINES RETIREMENT PLAN AND TRUST | APPLETON WI | 148 | $25.5M | $435K |
| 8 | DAVE JONES, LLC. DAVE JONES, LLC 401(K) PLAN | MADISON WI | 604 | $37.5M | $132K |
| 9 | VALLEY EXPRESS LLC VALLEY EXPRESS LLC 401(K) AND PROFIT SHARING PLAN | OSHKOSH WI | 261 | $11.4M | $96K |
| 10 | QUALITY TRUCK CARE CENTER, INC. QUALITY TRUCK CARE CENTER, INC. RETIREMENT SAVINGS PLAN | OSHKOSH WI | 125 | $9.4M | $78K |
