Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge and Cox Dodge and Cox Stock in their Schedule of Assets, totaling $4.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DART CONTAINER SALES COMPANY, LLC DART CONTAINER SALES COMPANY, LLC EMPLOYEE PROFIT SHARING PLAN | FT. LAUDERDALE FL | 183 | $94.1M | $4.5M |
| 2 | HUPP ELECTRIC MOTORS, INC. HUPP 401(K) PLAN | MARION IA | 257 | $25.0M | $84K |
