Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dodge & Cox Income I Pooled separate account in their Schedule of Assets, totaling $5.1M 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 | UNITED GRAIN CORPORATION UNITED GRAIN RETIREMENT AND SAVINGS PLAN | VANCOUVER WA | 106 | $42.1M | $1.8M |
| 2 | SPARTAN WAREHOUSE & DISTRIBUTION COMPANY, INC. SPARTAN LOGISTICS 401(K) PLAN | COLUMBUS OH | 382 | $8.6M | $1.1M |
| 3 | TRAVEL TRADERS HOTELS INC TRAVEL TRADERS HOTELS INC. 401K PLAN |
MIAMI FL |
| 936 |
| $11.2M |
| $839K |
| 4 | YOUNG CORPORATION YOUNG CORPORATION 401(K) RETIREMENT PLAN | SEATTLE WA | 89 | $18.4M | $648K |
| 5 | ASSOCIATED SKIN CARE SPECIALISTS, P.A. ASSOCIATED SKIN CARE SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN | NEW BRIGHTON MN | 78 | $35.4M | $432K |
| 6 | M & J MANAGEMENT CORPORATION M & J MANAGEMENT GROUP EMPLOYEES 401(K) PLAN | PITTSBURGH PA | 477 | $5.4M | $252K |