Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Dodge & Cox Dodge &Cox Stock Fund Class X in their Schedule of Assets, totaling $279.7M 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 | USG CORPORATION USG CORPORATION INVESTMENT PLAN | CHICAGO IL | 6,416 | $1.0B | $48.9M |
| 2 | BETH ISRAEL LAHEY HEALTH BETH ISRAEL LAHEY 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 39,601 | $3.5B | $48.4M |
| 3 | U.S. FIRE INSURANCE CO. CRUM & FORSTER EMPLOYEE SAVINGS PLAN |
MORRISTOWN NJ |
| 2,592 |
| $590.7M |
| $24.3M |
| 4 | ASANTE ASANTE 403B PLAN | MEDFORD OR | 5,815 | $758.5M | $21.8M |
| 5 | DART CONTAINER OF MICHIGAN LLC DART CONTAINER CORPORATION EMPLOYEES' 401(K) PLUS PLAN | MASON MI | 10,480 | $1.0B | $16.5M |
| 6 | JENNER & BLOCK LLP JENNER & BLOCK PROFIT SHARING PLAN - #201 | CHICAGO IL | 990 | $624.7M | $13.5M |
| 7 | NEWSDAY LLC NEWSDAY 401(K) SAVINGS PLAN | MELVILLE NY | 515 | $208.0M | $13.2M |
| 8 | EASTERN BANK EASTERN BANK 401(K) PLAN | BOSTON MA | 1,950 | $343.6M | $11.1M |
| 9 | NIELSEN CONSUMER LLC NIELSENIQ 401(K) SAVINGS PLAN | CHICAGO IL | 2,727 | $738.4M | $10.6M |
| 10 | ICONECTIV, LLC ICONECTIV 401(K) PLAN | BRIDGEWATER NJ | 408 | $239.2M | $10.5M |
