Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding Dodge Cox Income in their Schedule of Assets, totaling $193.5M 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 | BOARD OF TRUSTEES, CEMENT MASONS AND PLASTERERS RETIREMENT TRUST CEMENT MASONS AND PLASTERERS RETIREMENT PLAN | SEATTLE WA | 1,419 | $454.7M | $64.0M |
| 2 | BOARD OF TRUSTEES OF CALIFORNIA TEACHERS ASSOC EMPLOYEES RETIREMENT CALIFORNIA TEACHERS ASSOCIATION EMPLOYEES RETIREMENT BENEFITS PLAN | PLEASANTON CA | 486 | $422.0M | $30.0M |
| 3 |
SEATTLE WA |
| 385 |
| $42.4M |
| $11.3M |
| 4 | PURDUE PHARMA L.P. PURDUE PHARMA L.P. AND PARTICIPATING ASSOCIATED COMPANIES RETIREMENT SAVINGS 401(K) PLAN | STAMFORD CT | 501 | $455.1M | $7.8M |
| 5 | BOARD OF TRUSTEE ISC OF PLASTERERS & CEMENT MASON HEALTH & WELFARE BOARD OF TRUSTEE ISC OF PLASTERERS & CEMENT MASONS HEALTH & WELFARE FUND | INDIANAPOLIS IN | 1,154 | $32.5M | $5.7M |
| 6 | HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN | DOWNERS GROVE IL | 82 | $25.8M | $5.3M |
| 7 | UNITED STATES GOLF ASSOCIATION UNITED STATES GOLF ASSOCIATION DEFINED BENEFIT PENSION PLAN | FAR HILLS NJ | 54 | $57.2M | $5.0M |
| 8 | GOLDEN STATE FOODS GOLDEN STATE FOODS 401(K) SAVINGS & RETIREMENT PLAN | IRVINE CA | 4,673 | $259.7M | $4.9M |
| 9 | SCHNITZER INVESTMENT CORP. SCHNITZER PROPERTIES 401(K) RETIREMENT SAVINGS PLAN | PORTLAND OR | 245 | $45.1M | $4.4M |
| 10 | DANNIS WOLIVER KELLEY DANNIS WOLIVER KELLEY PROFIT SHARING PLAN | BERKELEY CA | 100 | $36.6M | $3.8M |
