Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Income Mutual Funds N/A in their Schedule of Assets, totaling $2.0M 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 | SEATTLE ROOTS COMMUNITY HEALTH SEATTLE ROOTS COMMUNITY HEALTH 401(K) PLAN | SEATTLE WA | 287 | $24.0M | $1.5M |
| 2 | THOMAS MANAGEMENT, LLC THOMAS CUISINE MANAGEMENT 401(K) PLAN | MERIDIAN ID | 1,392 | $27.0M | $503K |
