Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge and Cox Stock I Mutual fund - in their Schedule of Assets, totaling $6.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERWEST INSURANCE SERVICES, LLC INTERWEST INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN | CHICO CA | 386 | $71.3M | $2.7M |
| 2 | TOWER LOAN OF MISSISSIPPI, LLC TOWER LOAN OF MISSISSIPPI, LLC 401(K) AND PROFIT SHARING PLAN | FLOWOOD MS | 513 | $59.8M | $1.8M |
| 3 | NEW HOPE OF INDIANA, INC. |
INDIANAPOLIS IN |
| 371 |
| $13.3M |
| $1.4M |
| 4 | ONPATH FEDERAL CREDIT UNION ONPATH FEDERAL CREDIT UNION | METAIRIE LA | 253 | $13.0M | $649K |
