Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding s Dodge & Cox Income Fund # in their Schedule of Assets, totaling $40.6M 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 | POINT32HEALTH POINT32HEALTH 401(K) PLAN | WATERTOWN MA | 4,237 | $1.3B | $37.5M |
| 2 | FRANK LIQUOR COMPANY, INC. FRANK LIQUOR COMPANY, INC. 401(K) PLAN | MIDDLETON WI | 1,011 | $82.0M | $1.2M |
| 3 | C.L. RIECKHOFF COMPANY, INC. C.L. RIECKHOFF COMPANY, INC. 401(K) PROFIT SHARING PLAN |
TAYLOR MI |
| 126 |
| $16.6M |
| $758K |
| 4 | CARESTAR, INC. CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BLUE ASH OH | 404 | $86.7M | $366K |
| 5 | POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C. POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C. SAVINGS AND INVESTMENT PLAN | PENFIELD NY | 191 | $16.6M | $353K |
| 6 | MESSENGER, LLC MESSENGER COMPANY 401(K) RETIREMENT SAVINGS PLAN | AUBURN IN | 252 | $14.5M | $229K |
| 7 | WESTROCK - PUERTO RICO, INC. WESTROCK COMPANY RETIREMENT SAVINGS PLAN FOR PUERTO RICO EMPLOYEES | ATLANTA GA | 105 | $8.6M | $225K |
