Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 136 U.S. retirement plans report holding Dodge & Cox Income I - in their Schedule of Assets, totaling $169.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LONZA USA INC. THE LONZA US SAVINGS PLAN | MORRISTOWN NJ | 5,125 | $1.2B | $24.0M |
| 2 | OGLETREE, DEAKINS, NASH, SMOAK & STEWART OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN | GREENVILLE SC | 2,351 | $398.4M | $23.1M |
| 3 | CANCER TREATMENT CENTERS OF AMERICA GLOBAL, INC. |
SCHAUMBURG IL |
| 3,721 |
| $445.1M |
| $9.2M |
| 4 | AKEBONO BRAKE CORPORATION AKEBONO BRAKE CORPORATION RETIREMENT SAVINGS PLAN | FARMINGTON HILLS MI | 1,251 | $148.1M | $6.6M |
| 5 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 973 | $224.9M | $6.3M |
| 6 | PHOTOTYPE ENGRAVING COMPANY, INC. PHOTOTYPE ENGRAVING COMPANY, INC. RETIREMENT SAVINGS PLAN | CINCINNATI OH | 394 | $68.8M | $5.9M |
| 7 | IRONWORKERS LOCAL 380 RETIREMENT AND SEV FUND IRONWORKERS LOCAL 380 RETIREMENT AND SEVERANCE PLAN | URBANA IL | 1,236 | $35.6M | $5.6M |
| 8 | NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. DEFINED BENEFIT PLAN | ALBUQUERQUE NM | 214 | $31.6M | $5.5M |
| 9 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS AND ARTHUR LLP 401K RETIREMENT PLAN MASTER TRUST | COLUMBUS OH | — | $220.1M | $5.2M |
| 10 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 730 | $157.2M | $4.5M |
