Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Dodge & Cox Income I Fund " in their Schedule of Assets, totaling $95.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTRAL HUDSON GAS & ELECTRIC CORPORATION CENTRAL HUDSON GAS & ELECTRIC CORPORATION WELFARE BENEFIT PLAN FOR RETIREES | POUGHKEEPSIE NY | 0 | $138.3M | $20.3M |
| 2 | OGLETREE DEAKINS NASH SMOAK & STEWART PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART | GREENVILLE SC | 2,325 | $248.5M | $13.2M |
| 3 |
BURBANK CA |
| 860 |
| $199.8M |
| $12.4M |
| 4 | HEINEN'S, INC. HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN | WARRENSVILLE HEIGHTS OH | 755 | $70.4M | $6.3M |
| 5 | ORIGIN BANCORP, INC. ORIGIN BANCORP, INC. EMPLOYEE RETIREMENT PLAN | RUSTON LA | 1,031 | $112.7M | $6.0M |
| 6 | AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA) ASHA 401(K) PLAN | ROCKVILLE MD | 317 | $81.2M | $5.3M |
| 7 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $5.0M |
| 8 | KANSAS CITY LIFE INSURANCE COMPANY KANSAS CITY LIFE INS. COMPANY SAVINGS AND PROFIT SHARING PLAN | KANSAS CITY MO | 431 | $119.8M | $4.0M |
| 9 | MERUS CORPORATION MERUS 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 154 | $25.7M | $3.9M |
| 10 | YARA NORTH AMERICA, INC. YARA NORTH AMERICA 401(K) SAVINGS PLAN | TAMPA FL | 220 | $76.1M | $3.7M |
