Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 148 U.S. retirement plans report holding Dodge &Cox Dodge &Cox Stock Fund in their Schedule of Assets, totaling $936.3M 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 | QUANTA SERVICES INC. QUANTA SERVICES, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 45,713 | $2.2B | $118.6M |
| 2 | EMCOR GROUP, INC. EMCOR GROUP, INC. 401(K) SAVINGS PLAN | NORWALK CT | 12,965 | $1.7B | $91.6M |
| 3 | MICHIGAN CREDIT UNION LEAGUE RETIREMENT PLAN FOR MICHIGAN CREDIT UNION EMPLOYEES 401(K) SAVINGS PLAN |
ROYAL OAK MI |
| 9,626 |
| $996.3M |
| $61.4M |
| 4 | AVISTA CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF THE AVISTA CORPORATION | SPOKANE WA | 1,169 | $614.3M | $61.3M |
| 5 | ASCENSION HEALTH DBA ASCENSION HEALTHCARE ASCENSION HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN | ST LOUIS MO | 1,482 | $599.9M | $56.6M |
| 6 | CATALENT PHARMA SOLUTIONS, INC. CATALENT PHARMA SOLUTIONS, INC. 401(K) PLAN | SOMERSET NJ | 8,355 | $870.8M | $40.3M |
| 7 | PHOENIX CHILDREN'S HOSPITAL PHOENIX CHILDREN'S HOSPITAL SECTION 401(K) INVESTMENT PLAN | PHOENIX AZ | 8,058 | $691.1M | $36.7M |
| 8 | RLI CORP. RLI CORP. 401K PLAN | PEORIA IL | 1,104 | $364.9M | $35.3M |
| 9 | THE NEW YORK TIMES COMPANY THE NEW YORK TIMES COMPANIES SUPPLEMENTAL RETIREMENT AND INVESTMENT PLAN | NEW YORK NY | 3,596 | $1.3B | $33.4M |
| 10 | MILBANK LLP MILBANK RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,061 | $521.4M | $24.3M |
