Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Dodge and Cox Stock Fund # in their Schedule of Assets, totaling $215.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HILTON DOMESTIC OPERATING COMPANY, INC. HILTON 401(K) PLAN | MCLEAN VA | 27,725 | $2.3B | $81.1M |
| 2 | HILTON RESORTS CORPORATION HGV RETIREMENT SAVINGS PLAN | ORLANDO FL | 17,831 | $705.6M | $18.1M |
| 3 | MCGUIREWOODS LLP MCGUIREWOODS LLP RETIREMENT SAVINGS PLAN |
RICHMOND VA |
| 1,898 |
| $1.2B |
| $17.6M |
| 4 | NEW LEXINGTON CLINIC, P.S.C. NEW LEXINGTON CLINIC, P.S.C. SAVINGS AND PROFIT SHARING PLAN | LEXINGTON KY | 1,491 | $295.5M | $17.1M |
| 5 | CAROLLO ENGINEERS, INC. CAROLLO ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 1,519 | $398.2M | $16.1M |
| 6 | OOCL (USA) INC. OOCL (USA) INC. SAVINGS PLAN | SOUTH JORDAN UT | 442 | $164.2M | $14.3M |
| 7 | J. F. SHEA COMPANY, INC. J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN | WALNUT CA | 1,919 | $482.7M | $14.1M |
| 8 | FITCH, EVEN, TABIN & FLANNERY LLP FITCH EVEN TABIN & FLANNERY RETIREMENT PLAN | CHICAGO IL | 92 | $58.6M | $8.7M |
| 9 | FIRST BUSEY CORPORATION FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST | CHAMPAIGN IL | 1,521 | $268.2M | $8.7M |
| 10 | OOCL USA INC. OOCL (USA) INC. DEFINED CONTRIBUTION PENSION PLAN | SOUTH JORDAN UT | 455 | $97.4M | $8.3M |
