Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Dodge & Cox Income I Fund in their Schedule of Assets, totaling $47.2M 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 | HEINEN'S, INC. HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN | WARRENSVILLE HEIGHTS OH | 755 | $70.4M | $6.3M |
| 2 | ORIGIN BANCORP, INC. ORIGIN BANCORP, INC. EMPLOYEE RETIREMENT PLAN | RUSTON LA | 1,031 | $112.7M | $6.0M |
| 3 | AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA) |
ROCKVILLE MD |
| 317 |
| $81.2M |
| $5.3M |
| 4 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $5.0M |
| 5 | KANSAS CITY LIFE INSURANCE COMPANY KANSAS CITY LIFE INS. COMPANY SAVINGS AND PROFIT SHARING PLAN | KANSAS CITY MO | 431 | $119.8M | $4.0M |
| 6 | MERUS CORPORATION MERUS 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 154 | $25.7M | $3.9M |
| 7 | YARA NORTH AMERICA, INC. YARA NORTH AMERICA 401(K) SAVINGS PLAN | TAMPA FL | 220 | $76.1M | $3.7M |
| 8 | PHOENIX INFRASTRUCTURE LLC THE PHOENIX 401(K) SAVINGS PLAN | COPPELL TX | 495 | $84.4M | $3.3M |
| 9 | THE CLOSURE SYSTEMS COMPANIES INC EMPLOYEE RETIREMENT PLAN FOR CLOSURE SYSTEMS INTERNATIONAL | INDIANAPOLIS IN | 822 | $131.1M | $2.7M |
| 10 | WATCHFIRE SIGNS LLC WATCHFIRE SIGNS NON-UNION 401(K) PLAN | DANVILLE IL | 343 | $44.3M | $1.9M |
