Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Stock Class X in their Schedule of Assets, totaling $99.2M 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 | WEGMANS FOOD MARKETS INC. THE WEGMANS RETIREMENT PLANS | ROCHESTER NY | 55,056 | $3.4B | $95.4M |
| 2 | NATIONAL CHURCH RESIDENCES NATIONAL CHURCH RESIDENCES 403(B) SAVINGS PLAN | COLUMBUS OH | 2,364 | $54.9M | $2.2M |
| 3 | NATIONAL CHURCH RESIDENCES,INC. NATIONAL CHURCH RESIDENCES 3-4-5 401(A) RETIREMENT PLAN |
COLUMBUS OH |
| 2,496 |
| $59.9M |
| $1.6M |
| 4 | G3 INDUSTRIES, INC. G3 INDUSTRIES, INC. 401(K) PLAN | MOSINEE WI | 148 | $7.2M | $23K |