Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Income Fund Registered investment companies in their Schedule of Assets, totaling $12.8M 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 | NBBJ DESIGN NBBJ GROUP RETIREMENT SAVINGS AND INVESTMENT PLAN | SEATTLE WA | 508 | $193.8M | $10.0M |
| 2 | TRANSTAR INDUSTRIES, LLC THE TRANSTAR EMPLOYEES RETIREMENT SAVINGS PLAN | CLEVELAND OH | 902 | $85.9M | $2.7M |
| 3 | TARBELL & BRODICH PROFESSIONAL ASSOCIATION |
CONCORD NH |
| 306 |
| $5.0M |
| $93K |
