Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Trust Company Dodge and Cox Income Fund in their Schedule of Assets, totaling $1.8M 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 | CAPSPECIALTY, INC. CAPSPECIALTY, INC. 401(K) PLAN | MIDDLETON WI | 322 | $73.2M | $1.8M |
