Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8,607 U.S. retirement plans report holding a Dodge & Cox fund in their Schedule of Assets, totaling $81.1B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Dodge & Cox position |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA 401(K) PLAN | CHARLOTTE NC | 166,154 | $71.5B | $4.7B |
| 2 | SOUTHWEST AIRLINES CO. SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN | DALLAS TX | 74,992 | $18.9B | $2.2B |
| 3 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN |
REDWOOD SHORES CA |
| 54,686 |
| $35.0B |
| $1.6B |
| 4 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY 401(K) PLAN | MINNEAPOLIS MN | 155,348 | $64.4B | $1.2B |
| 5 | ERNST & YOUNG U.S. LLP ERNST & YOUNG RETIREMENT SAVINGS PLAN | SECAUCUS NJ | 55,849 | $18.3B | $1.1B |
| 6 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $924.5M |
| 7 | TOYOTA MOTOR NORTH AMERICA, INC TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | PLANO TX | 44,145 | $13.3B | $920.2M |
| 8 | INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY UT | 69,032 | $6.8B | $853.1M |
| 9 | INTEL CORPORATION INTEL 401(K) SAVINGS PLAN | FOLSOM CA | 46,693 | $24.9B | $735.8M |
| 10 | LEIDOS, INC. LEIDOS, INC. MASTER TRUST | RESTON VA | — | $12.5B | $598.4M |
