Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding s- Dodge & Cox Dodge & Cox Income Fund in their Schedule of Assets, totaling $37.0M 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 | GARBER MANAGEMENT GROUP, INC. GMG EMPLOYEES SAVINGS PLAN | SAGINAW MI | 2,211 | $126.5M | $16.2M |
| 2 | LENNAR CORPORATION LENNAR CORPORATION 401(K) PLAN | MIAMI FL | 13,135 | $1.6B | $12.7M |
| 3 | MARTIN RESOURCE MANAGEMENT CORPORATION MARTIN 401(K) PLAN |
KILGORE TX |
| 1,642 |
| $132.6M |
| $5.3M |
| 4 | ECHO GLOBAL LOGISTICS, INC. ECHO GLOBAL LOGISTICS 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 2,566 | $199.3M | $1.4M |
| 5 | UNIVERSITY PEDIATRICIANS UNIVERSITY PEDIATRICIANS 401(K) PROFIT SHARING PLAN | DETROIT MI | 469 | $112.8M | $1.3M |
| 6 | IRON WORKERS REGIONAL SHOP LOCAL UNION 855 IRON WORKERS REGIONAL SHOP LOCAL UNION 855 INDIVIDUAL ACCOUNT RETIREMENT PLAN | PASADENA CA | 1,879 | $30.8M | $76K |