Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 78 U.S. retirement plans report holding Dodge Cox Income in their Schedule of Assets, totaling $295.5M 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 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $81.4M |
| 2 | BOARD OF TRUSTEES, CEMENT MASONS AND PLASTERERS RETIREMENT TRUST CEMENT MASONS AND PLASTERERS RETIREMENT PLAN | SEATTLE WA | 1,419 | $454.7M | $64.0M |
| 3 | BOARD OF TRUSTEES OF CALIFORNIA TEACHERS ASSOC EMPLOYEES RETIREMENT |
PLEASANTON CA |
| 486 |
| $422.0M |
| $30.0M |
| 4 | BOARD OF TRUSTEES, MACHINISTS HEALTH & WELFARE TRUST MACHINISTS HEALTH & WELFARE TRUST FUND | SEATTLE WA | 1,336 | $55.7M | $14.7M |
| 5 | WASHINGTON-IDAHO CEMENT MASONS EMPLOYERS RETIREMENT TRUST FUND WASHINGTON-IDAHO CEMENT MASONS EMPLOYERS RETIREMENT TRUST FUND | SEATTLE WA | 385 | $42.4M | $11.3M |
| 6 | PURDUE PHARMA L.P. PURDUE PHARMA L.P. AND PARTICIPATING ASSOCIATED COMPANIES RETIREMENT SAVINGS 401(K) PLAN | STAMFORD CT | 501 | $455.1M | $7.8M |
| 7 | HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN | DOWNERS GROVE IL | 82 | $25.8M | $5.3M |
| 8 | UNITED STATES GOLF ASSOCIATION UNITED STATES GOLF ASSOCIATION DEFINED BENEFIT PENSION PLAN | FAR HILLS NJ | 54 | $57.2M | $5.0M |
| 9 | GOLDEN STATE FOODS GOLDEN STATE FOODS 401(K) SAVINGS & RETIREMENT PLAN | IRVINE CA | 4,673 | $259.7M | $4.9M |
| 10 | IOWA IRONWORKERS HEAVY HIGHWAY DEFINED CONTRIBUTION PLAN IOWA IRONWORKERS HEAVY HIGHWAY DEFINED CONTRIBUTION PLAN | DES MOINES IA | 723 | $26.3M | $4.5M |
