Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 298 retirement plans report an interest in this investment, totaling $84.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Dodge & COX Stock Fund, Dodge & COX Stock, Dodge & COX Stock I, Dodge & COX Stock Fund - Class X, Dodge & COX Stock Fund - Class I, Dodge & COX Stock FD I, Dodge AND COX Stock. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MASSACHUSETTS MEDICAL SOCIETY THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN | WALTHAM MA | 448 | $173.5M | $12.8M |
| 2 | BLUE BIRD BODY COMPANY BLUE BIRD BODY COMPANY EMPLOYEE PENSION PLAN | FORT VALLEY GA | 198 | $116.1M | $9.3M |
| 3 | LAKESIDE INDUSTRIES INC. LAKESIDE INDUSTRIES INC. EMPLOYEE SAVINGS PLAN | ISSAQUAH WA | 175 | $72.3M | $3.9M |
| 4 | VOLUNTEER ENERGY COOPERATIVE PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE | DECATUR TN | 53 | $22.6M | $3.2M |
| 5 | MEDICAL INSURANCE EXCHANGE OF CALIFORNIA MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN | OAKLAND CA | 53 | $55.9M | $3.2M |
| 6 | CONSUMER PORTFOLIO SERVICES, INC. MFN FINANCIAL CORPORATION PENSION PLAN | IRVINE CA | 3 | $21.8M | $2.2M |
| 7 | TRAVIS INDUSTRIES INC TRAVIS INDUSTRIES, INC. 401K PLAN | MUKILTEO WA | 362 | $38.1M | $1.5M |
| 8 | AIRX CLIMATE SOLUTIONS, INC. AIRX CLIMATE SOLUTIONS, INC. 401(K) PLAN | YUKON OK | 570 | $31.7M | $1.5M |
| 9 | LA SEMICONDUCTOR LLC LA SEMI 401(K) PLAN | POCATELLO ID | 380 | $36.7M | $1.5M |
| 10 | JEFFERSON HOMEBUILDERS, INC. JEFFERSON HOMEBUILDERS, INC. EMPLOYEES' PROFIT SHARING PLAN | CULPEPER VA | 457 | $52.8M | $1.5M |
