Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 111 U.S. retirement plans report holding Dodge & Cox Income fund in their Schedule of Assets, totaling $560.4M 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 | WALGREEN CO WALGREENS RETIREMENT SAVINGS MASTER TRUST | DEERFIELD IL | — | $14.5B | $83.6M |
| 2 | WALGREEN CO. WALGREENS RETIREMENT SAVINGS PLAN | DEERFIELD IL | 215,583 | $14.5B | $82.7M |
| 3 | BOT, NORTHWEST SHEET METAL WORKERS HEALTH & WELFARE PLAN NORTHWEST SHEET METAL WORKERS HEALTH AND WELFARE PLAN |
SPOKANE WA |
| 6,169 |
| $196.0M |
| $66.7M |
| 4 | S.C. JOHNSON & SON, INC. S.C. JOHNSON & SON, INC. RETIREE HEALTH CARE PLAN | RACINE WI | 1,029 | $398.9M | $46.0M |
| 5 | THOMPSON TRACTOR CO., INC. THOMPSON TRACTOR CO., INC. PROFIT SHARING PLAN AND TRUST AGREEMENT | BIRMINGHAM AL | 1,656 | $268.8M | $33.4M |
| 6 | SPRAYING SYSTEMS CO SPRAYING SYSTEMS CO. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | WHEATON IL | 1,161 | $255.1M | $24.2M |
| 7 | COMMUNITYAMERICA CREDIT UNION COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN | LENEXA KS | 1,067 | $577.8M | $24.0M |
| 8 | EDUCATION MINNESOTA EDUCATION MINNESOTA EMPLOYEES PENSION PLAN | ST. PAUL MN | 160 | $129.4M | $18.0M |
| 9 | PATAGONIA WORKS PATAGONIA WORKS 401(K) PLAN | VENTURA CA | 2,069 | $405.0M | $17.0M |
| 10 | ST. PAUL'S SCHOOL ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CONCORD NH | 318 | $103.4M | $12.2M |
