Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Dodge & Cox Income Mutual funds - in their Schedule of Assets, totaling $90.9M 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 | SOUTHERN GLAZER'S WINE AND SPIRITS, LLC SOUTHERN GLAZER'S 401(K) PLAN | MIAMI FL | 18,219 | $2.1B | $66.3M |
| 2 | MAG MUTUAL INSURANCE COMPANY MAG MUTUAL INSURANCE COMPANY DEFINED BENEFIT PLAN | ATLANTA GA | 54 | $71.2M | $17.4M |
| 3 | CUSHING TERRELL CUSHING TERRELL 401(K) RETIREMENT PLAN |
BILLINGS MT |
| 497 |
| $91.6M |
| $2.5M |
| 4 | LANDIS SUPERMARKET, INC. LANDIS SUPERMARKET, INC. 401(K) PROFIT SHARING PLAN | TELFORD PA | 222 | $12.9M | $1.3M |
| 5 | CAPITAL CREDIT UNION CAPITAL CREDIT UNION 401(K) PLAN AND TRUST | GREEN BAY WI | 444 | $33.1M | $798K |
| 6 | DONSCO, INC. DONSCO, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | WRIGHTSVILLE PA | 313 | $11.2M | $709K |
| 7 | O'HAGAN MEYER LLC O'HAGAN MEYER LLC 401(K) RETIREMENT PLAN | CHICAGO IL | 513 | $34.2M | $415K |
| 8 | SPEEDY NOVUS GLASS LLC SPEEDY NOVUS GLASS GROUP RETIREMENT SAVINGS & INVESTMENT PLAN | ST. PAUL MN | 192 | $7.0M | $375K |
| 9 | BREWER CARPET AND DESIGN CENTER, INC. BREWER CARPET & DESIGN CENTER 401(K) PROFIT SHARING PLAN & TRUST | OKLAHOMA CITY OK | 254 | $10.2M | $240K |
| 10 | BURGESS PIGMENT COMPANY BURGESS PIGMENT COMPANY 401K PROFIT SHARING PLAN | SANDERSVILLE GA | 122 | $37.1M | $218K |
