Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Dodge & Cox Income Registered investment company - in their Schedule of Assets, totaling $105.5M 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 | GBA RETIREMENT SERVICES, INC GEORGIA BANKERS ASSOCIATION MASTER PENSION AND PROFIT SHARING TRUSTS | ATLANTA GA | — | $314.8M | $41.4M |
| 2 | GOODFELLOW CIVIL CORP. GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN | WENATCHEE WA | 422 | $174.3M | $9.4M |
| 3 | WATKINS ASSOCIATED INDUSTRIES, INC. |
ATLANTA GA |
| 2,300 |
| $135.6M |
| $9.3M |
| 4 | DANONE NORTH AMERICA PUBLIC BENEFIT CORPORATION DANONE U.S. 401(K) PLAN | WHITE PLAINS NY | 5,415 | $772.6M | $7.9M |
| 5 | GOODFELLOW BROS., LLC. GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN | WENATCHEE WA | 395 | $126.1M | $6.8M |
| 6 | PAGE SOUTHERLAND PAGE, INC PAGE SOUTHERLAND PAGE 401(K) PLAN | DALLAS TX | 1,322 | $241.7M | $5.5M |
| 7 | EVERSANA EVERSANA 401(K) PLAN | OVERLAND PARK KS | 3,647 | $348.1M | $5.1M |
| 8 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $4.1M |
| 9 | NORTHWEST PRIMARY CARE GROUP, PC NORTHWEST PRIMARY CARE GROUP, PC 401(K) PLAN | MILWAUKIE OR | 165 | $48.3M | $3.8M |
| 10 | PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN | SEATTLE WA | 495 | $34.9M | $2.6M |
