Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Dodge & Cox International in their Schedule of Assets, totaling $22.1M 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 | OHIO MACHINERY CO. OHIO MACHINERY CO. INCENTIVE SAVINGS PLAN | BROADVIEW HEIGHTS OH | 1,181 | $138.6M | $9.2M |
| 2 | UNION SAVINGS BANK UNION SAVINGS BANK RETIREMENT PLAN | DANBURY CT | 318 | $114.6M | $6.5M |
| 3 | PELLA REGIONAL HEALTH CENTER PELLA REGIONAL HEALTH CENTER 401(K) PLAN |
PELLA IA |
| 944 |
| $101.5M |
| $2.6M |
| 4 | STRATTEC SECURITY CORPORATION STRATTEC SECURITY CORPORATION EMPLOYEE SAVINGS AND INVESTMENT PLAN | MILWAUKEE WI | 434 | $106.8M | $2.4M |
| 5 | OHIO MACHINERY CO. OHIO CAT UNION 401K PLAN | BROADVIEW HEIGHTS OH | 561 | $22.6M | $1.5M |