Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Dodge & Cox Income Fund in their Schedule of Assets, totaling $53.4M 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 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN | CORAL GABLES FL | 12,347 | $2.1B | $34.5M |
| 2 | UNIVERSITY OF MIAMI DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI | CORAL GABLES FL | 876 | $1.2B | $7.2M |
| 3 | UNIVERSITY OF MIAMI |
CORAL GABLES FL |
| 1,738 |
| $809.8M |
| $6.3M |
| 4 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN II | CORAL GABLES FL | 1,290 | $195.0M | $3.3M |
| 5 | UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN III | CORAL GABLES FL | 8,258 | $128.1M | $2.1M |
