Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Dodge & Cox Income Mutual fund n/a in their Schedule of Assets, totaling $36.5M 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 | ADMIRAL BEVERAGE CORPORATION ADMIRAL BEVERAGE CORPORATION 401(K) PLAN | WORLAND WY | 1,917 | $168.6M | $10.1M |
| 2 | COVIA HOLDINGS LLC COVIA RETIREMENT SAVINGS PLAN | INDEPENDENCE OH | 1,520 | $247.1M | $9.3M |
| 3 | R.D. OFFUTT COMPANY OFFUTT COMPANIES 401(K) SAVINGS PLAN |
FARGO ND |
| 5,284 |
| $592.0M |
| $4.1M |
| 4 | SHIN-ETSU SILICONES OF AMERICA, INC. SHIN-ETSU 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 277 | $36.9M | $2.9M |
| 5 | WYOMING BEVERAGES, INC. WYOMING BEVERAGES, INC. 401(K) PLAN | WORLAND WY | 354 | $42.7M | $2.7M |
| 6 | CHG COMPANIES, INC. CHG COMPANIES, INC. EMPLOYEE 401(K) PLAN | MIDVALE UT | 6,488 | $513.4M | $1.9M |
| 7 | MILK SPECIALTIES COMPANY MILK SPECIALTIES COMPANY RETIREMENT PLAN | EDEN PRAIRIE MN | 1,202 | $66.6M | $1.9M |
| 8 | WORKMAN NYDEGGER, P.C. WORKMAN NYDEGGER, P.C. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 106 | $74.1M | $962K |
| 9 | WASHBURN-MCREAVY FUNERAL CHAPELS, INC. WASHBURN-MCREAVY FUNERAL CHAPELS, INC. PROFIT SHARING /401(K) PLAN | NEW BRIGHTON MN | 128 | $23.5M | $775K |
| 10 | SWANSON HEALTH PRODUCTS, INC. SWANSON HEALTH PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 458 | $29.5M | $499K |
