Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding Dodge & Cox Income I Mutual fund in their Schedule of Assets, totaling $61.3M 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 | GRANITE CONSTRUCTION INCORPORATED GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN | WATSONVILLE CA | 3,412 | $819.4M | $10.3M |
| 2 | SCIENTIFIC RESEARCH CORPORATION SCIENTIFIC RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,850 | $264.4M | $6.6M |
| 3 | DIGERONIMO |
INDEPENDENCE OH |
| 681 |
| $75.9M |
| $5.2M |
| 4 | HEYWOOD HOSPITAL HEYWOOD HOSPITAL EMPLOYEE RETIREMENT SAVINGS PLAN | GARDNER MA | 1,672 | $88.2M | $3.3M |
| 5 | WOODLANDS MEDICAL SPECIALISTS PA WOODLANDS 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 270 | $37.7M | $3.2M |
| 6 | HARKINS BUILDERS, INC. HARKINS BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLUMBIA MD | 286 | $123.3M | $3.1M |
| 7 | VAREX IMAGING CORPORATION VAREX IMAGING CORPORATION 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 1,248 | $163.9M | $2.7M |
| 8 | UBISOFT, INC. UBISOFT, INC. 401(K) PLAN | SAN FRANCISO CA | 546 | $129.3M | $2.7M |
| 9 | EGON ZEHNDER INTERNATIONAL INC. EGON ZEHNDER INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 443 | $158.9M | $2.1M |
| 10 | RYAN HERCO PRODUCTS CORPORATION RYAN HERCO FLOW SOLUTIONS 401(K) PLAN | BURBANK CA | 512 | $40.5M | $1.6M |
