Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Income Fund* Pooled separate account in their Schedule of Assets, totaling $23.4M 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 | POET BIOREFINING LLC POET 401(K) PLAN | SIOUX FALLS SD | 2,397 | $265.7M | $17.9M |
| 2 | SPAN CONSTRUCTION & ENGINEERING, INC. SPAN CONSTRUCTION & ENGINEERING, INC. 401K RETIREMENT PLAN | MADERA CA | 430 | $18.1M | $2.1M |
| 3 | PALO ALTO VETERANS INSTITUTE FOR RESEARCH PAVIR RETIREMENT PLAN |
PALO ALTO CA |
| 181 |
| $40.2M |
| $1.6M |
| 4 | MENTAL HEALTH RESOURCES, INC. MHR RETIREMENT SAVINGS PLAN | ST. PAUL MN | 170 | $16.3M | $976K |
| 5 | SHAW/STEWART LUMBER COMPANY SHAW/STEWART LUMBER COMPANY SALARY SAVINGS PLAN | MINNEAPOLIS MN | 101 | $17.3M | $909K |
