Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dodge and Cox Funds in their Schedule of Assets, totaling $34.9M 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 | ELECTRIC RESEARCH AND MANUFACTURING COOPERATIVE, INC. ERMCO DEFINED BENEFIT PLAN | DYERSBURG TN | 1,968 | $79.1M | $13.3M |
| 2 | ALERA GROUP, INC. ALERA GROUP, INC. SAVINGS PLAN | DEERFIELD IL | 4,571 | $499.7M | $5.9M |
| 3 | LINCOLN COMMUNITY HEALTH CENTER, INC. LINCOLN COMMUNITY HEALTH CENTER, INC. INTERNAL REVENUE CODE SECTION 403(B) |
DURHAM NC |
| 258 |
| $17.9M |
| $4.6M |
| 4 | THE NEWTRON GROUP, L.L.C. SAVINGS PLAN OF THE NEWTRON GROUP, L.L.C. AND SUBSIDIARIES | BATON ROUGE LA | 4,022 | $117.9M | $3.8M |
| 5 | R.V. KUHNS & ASSOCIATES, INC. DBA RVK, INC. RVK, INC. RETIREMENT SAVINGS PLAN | PORTLAND OR | 143 | $32.7M | $3.2M |
| 6 | VARIETY WHOLESALERS, INC. VARIETY WHOLESALERS, INC. RETIREMENT SAVINGS 401(K) PLAN | HENDERSON NC | 10,269 | $31.2M | $2.1M |
| 7 | MLSC HOLDING CO. INC. MLSC HOLDING CO., INC. EMPLOYEES' RETIREMENT PLAN | OREM UT | 944 | $34.3M | $707K |
| 8 | FORBO SIEGLING, LLC. FORBO SIEGLING, LLC 401(K) SAVINGS PLAN | HUNTERSVILLE NC | 345 | $26.1M | $545K |
| 9 | MIDPEN PROPERTY MANAGEMENT CORP. MIDPEN PROPERTY MANAGEMENT CORP. 403(B) PLAN | FOSTER CITY CA | 577 | $49.2M | $234K |
| 10 | YOUTH VILLAGES, INC. YOUTH VILLAGES RETIREMENT PLAN | MEMPHIS TN | 2,821 | $110.0M | $179K |
