Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Dodge & Cox Income Fund Registered investment company in their Schedule of Assets, totaling $250.7M 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 | TULALIP TRIBES OF WASHINGTON TULALIP TRIBES OF WASHINGTON EMPLOYEES' RETIREMENT PLAN | TULALIP WA | 3,644 | $231.4M | $40.9M |
| 2 | BOMBARDIER AEROSPACE (HOLDINGS) USA INC BOMBARDIER US 401(K) PLANS MASTER TRUST | — | — | $640.7M | $26.4M |
| 3 | HILMAR CHEESE COMPANY |
HILMAR CA |
| 1,762 |
| $236.9M |
| $26.2M |
| 4 | BOARD OF TRUSTEES OF HEAT AND FROST INSULATORS LOCAL 34 PENSION FUND HEAT AND FROST INSULATORS LOCAL 34 PENSION FUND | BLOOMINGTON MN | 476 | $231.4M | $25.6M |
| 5 | BOMBARDIER AEROSPACE (HOLDINGS) USA INC. BOMBARDIER 401(K) SAVINGS PLAN | WICHITA KS | 2,509 | $593.5M | $24.1M |
| 6 | NIDEC MOTOR CORPORATION NIDEC MOTOR CORPORATION EMPLOYEE SAVINGS INVESTMENT PLAN | ST. LOUIS MO | 4,659 | $649.9M | $13.6M |
| 7 | HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 1,414 | $361.8M | $13.1M |
| 8 | NORTHWEST KIDNEY CENTERS NORTHWEST KIDNEY CENTERS TAX DEFERRED 401(K) PLAN AND TRUST | SEATAC WA | 780 | $126.1M | $9.8M |
| 9 | PBC MANAGEMENT, LLC PBC MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | MANDEVILLE LA | 1,064 | $100.6M | $9.4M |
| 10 | RALEY'S RALEY'S 401(K) RETIREMENT SAVINGS PLAN | WEST SACRAMENTO CA | 17,670 | $639.7M | $8.2M |
