Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Stock Fund I - in their Schedule of Assets, totaling $43.7M 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 | ROCKEFELLER FINANCIAL SERVICES, INC. ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,350 | $236.5M | $12.9M |
| 2 | ROCKEFELLER FINANCIAL SERVICES, INC. ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,172 | $181.4M | $11.0M |
| 3 | PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA |
CHICAGO IL |
| 161 |
| $96.6M |
| $4.9M |
| 4 | BOARD OF TRUSTEES SHEET METAL WORKERS' LOCAL 88 401(K) PLAN | LAS VEGAS NV | 3,003 | $80.1M | $4.3M |
| 5 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. SCANDINAVIAN TOBACCO RETIREMENT SAVINGS PLAN | RICHMOND VA | 725 | $64.2M | $3.0M |
| 6 | NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHFIELD VT | 1,016 | $175.8M | $2.1M |
| 7 | QUALITY LIQUID FEEDS, INC. QUALITY LIQUID FEEDS 401(K) PROFIT SHARING PLAN | DODGEVILLE WI | 352 | $38.8M | $1.5M |
| 8 | MID-ATLANTIC DOOR GROUP, INC. MID-ATLANTIC DOOR GROUP, INC. 401K PLAN | BELTSVILLE MD | 221 | $12.3M | $992K |
| 9 | PARKER MOTOR FREIGHT ALS PROFIT SHARING 401(K) PLAN | JACKSON MI | 146 | $6.5M | $792K |
| 10 | BAYLOR SCHOOL DC PLAN BAYLOR SCHOOL DC PLAN | CHATTANOOGA TN | 296 | $71.5M | $654K |
