Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Dodge & Cox Income I Registered investment company in their Schedule of Assets, totaling $31.3M 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 | B. BRAUN MEDICAL, INC. B. BRAUN MEDICAL, INC. PENSION PLAN | BETHLEHEM PA | 1,616 | $102.3M | $8.3M |
| 2 | THE GUTHRIE CLINIC GUTHRIE 401(K) RETIREMENT SAVINGS PLAN | SAYRE PA | 117 | $222.9M | $7.4M |
| 3 | CALIX, INC. CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN. |
SAN JOSE CA |
| 1,014 |
| $256.5M |
| $6.6M |
| 4 | NEPTUNE AVIATION SERVICES INC. NEPTUNE AVIATION SAVINGS AND INVESTMENT PLAN | MISSOULA MT | 202 | $28.7M | $1.5M |
| 5 | JH KELLY HOLDINGS LLC JH KELLY HOLDINGS LLC NON-UNION 401(K) AND PROFIT SHARING PLAN | LONGVIEW WA | 320 | $85.6M | $1.3M |
| 6 | UNIVERSAL LAND CONSTRUCTION COMPANY UNIVERSAL LAND 401(K) PROFIT SHARING PLAN AND TRUST | WOODINVILLE WA | 68 | $15.0M | $1.2M |
| 7 | GWP HOLDINGS LLC GWP 401(K) PROFIT SHARING RETIREMENT PLAN | SUMNER WA | 534 | $38.3M | $1.0M |
| 8 | MOUNTAINLANDS COMMUNITY HEALTH CENTER 403(B) THRIFT PLAN OF MOUNTAINLANDS COMMUNITY HEALTH CENTER | PROVO UT | 197 | $15.1M | $803K |
| 9 | JH KELLY HOLDINGS LLC JH KELLY HOLDINGS LLC UNION 401(K) PLAN | LONGVIEW WA | 203 | $36.9M | $786K |
| 10 | HALL CAPITAL PARTNERS LLC HALL CAPITAL PARTNERS LLC 401(K) PLAN | SAN FRANCISCO CA | 206 | $50.7M | $699K |
