Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Stock N/R in their Schedule of Assets, totaling $43.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION WPS 401(K) SAVINGS PLAN | MADISON WI | 1,731 | $317.1M | $29.0M |
| 2 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORGANTOWN WV | 32,450 | $1.8B | $5.3M |
| 3 | WVU HEALTH SYSTEM |
MORGANTOWN WV |
| 2,079 |
| $392.4M |
| $3.8M |
| 4 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION 403(B) PLAN | MORGANTOWN WV | 2,091 | $327.7M | $3.4M |
| 5 | WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION WPS BARGAINING UNIT EMPLOYEES 401K PLAN | MADISON WI | 338 | $23.4M | $796K |
| 6 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN | MORGANTOWN WV | 4,036 | $255.4M | $550K |
| 7 | LUTHERAN SOCIAL SERVICES OF ILLINOIS 403(B) PLAN FOR EMPLOYEES OF LUTHERAN SOCIAL SERVICES OF ILLINOIS | DES PLAINES IL | 1,379 | $28.4M | $512K |
| 8 | WILBANKS TRUCKING SERVICES, LLC WILBANKS TRUCKING SERVICES, LLC 401(K) PROFIT SHARING PLAN | ARTESIA NM | 125 | $2.8M | $227K |
| 9 | KYYBA, INC. KYYBA, INC. 401(K) PLAN | FARMINGTON HILLS MI | 111 | $8.8M | $178K |
| 10 | ALLIED HEALTH SOLUTIONS, LLC ALLIED HEALTH SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN | MORGANTOWN WV | 332 | $12.1M | $58K |
