Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Dodge & Cox Income I Mutual fund in their Schedule of Assets, totaling $48.4M 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 | SCIENTIFIC RESEARCH CORPORATION SCIENTIFIC RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,850 | $264.4M | $6.6M |
| 2 | DIGERONIMO DIGERONIMO COMPANIES RETIREMENT SAVINGS TRUST AND PLAN | INDEPENDENCE OH | 681 | $75.9M | $5.2M |
| 3 | HEYWOOD HOSPITAL |
GARDNER MA |
| 1,672 |
| $88.2M |
| $3.3M |
| 4 | WOODLANDS MEDICAL SPECIALISTS PA WOODLANDS 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 270 | $37.7M | $3.2M |
| 5 | HARKINS BUILDERS, INC. HARKINS BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLUMBIA MD | 286 | $123.3M | $3.1M |
| 6 | VAREX IMAGING CORPORATION VAREX IMAGING CORPORATION 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 1,248 | $163.9M | $2.7M |
| 7 | UBISOFT, INC. UBISOFT, INC. 401(K) PLAN | SAN FRANCISO CA | 546 | $129.3M | $2.7M |
| 8 | RYAN HERCO PRODUCTS CORPORATION RYAN HERCO FLOW SOLUTIONS 401(K) PLAN | BURBANK CA | 512 | $40.5M | $1.6M |
| 9 | OSF INTERNATIONAL, INC. OSF INTERNATIONAL 401(K) PLAN | PORTLAND OR | 1,199 | $20.7M | $1.6M |
| 10 | NUMERICA CREDIT UNION NUMERICA CREDIT UNION RETIREMENT PLAN | SPOKANE VALLEY WA | 664 | $87.9M | $1.4M |
