Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding s Dodge & Cox Income in their Schedule of Assets, totaling $28.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALVAREZ & MARSAL HOLDINGS, LLC ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN | NEW YORK NY | 4,783 | $1.1B | $26.6M |
| 2 | MILROSE CONSULTANTS, LLC MILROSE CONSULTANTS, LLC 401(K)/PROFIT SHARING PLAN | NEW YORK NY | 413 | $17.9M | $795K |
| 3 | BOULDER VALLEY GASTROENTEROLOGY, INC. |
LOUISVILLE CO |
| 249 |
| $14.1M |
| $782K |
| 4 | NEVADA HEART & VASCULAR CENTER, LLP NEVADA HEART & VASCULAR CENTER 401(K) PROFIT SHARING PLAN | LAS VEGAS NV | 127 | $27.2M | $8K |
