Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Stock X N/R in their Schedule of Assets, totaling $253.2M 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 | THE MOSES H. CONE MEMORIAL HOSPITAL OPERATING CORPORATION THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN | GREENSBORO NC | 13,920 | $1.6B | $76.0M |
| 2 | REED SMITH LLP REED SMITH 401(K) PLAN | PITTSBURGH PA | 2,094 | $1.2B | $70.7M |
| 3 | LEHIGH VALLEY HEALTH NETWORK, INC. |
ALLENTOWN PA |
| 20,882 |
| $1.3B |
| $52.6M |
| 4 | LEHIGH VALLEY HEALTH NETWORK, INC. LEHIGH VALLEY HEALTH NETWORK, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | ALLENTOWN PA | 20,296 | $629.7M | $21.5M |
| 5 | THE MOSES H. CONE MEMORIAL HOSPITAL OPERATING CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN OF MOSES CONE HEALTH SYSTEM | GREENSBORO NC | 13,661 | $265.8M | $14.7M |
| 6 | LEHIGH VALLEY HEALTH NETWORK, INC. LEHIGH VALLEY HEALTH NETWORK, INC. 401(K) SAVINGS PLAN | ALLENTOWN PA | 2,854 | $198.7M | $12.7M |
| 7 | REECE INC. REECE USA 401(K) PLAN | DALLAS TX | 3,577 | $181.6M | $2.4M |
| 8 | EVER GREEN ENERGY, INC. EVER-GREEN ENERGY, INC. 401(K) SALARY DEFERRAL RETIREMENT PLAN - OFFICE & SUPERVISORY | ST. PAUL MN | 119 | $32.7M | $1.4M |
| 9 | LEHIGH VALLEY HEALTH NETWORK, INC. NORTHEASTERN PENNSYLVANIA HEALTH CORPORATION 401(A) PLAN | ALLENTOWN PA | 428 | $9.3M | $500K |
| 10 | METHOD PRODUCTS, PBC PEOPLE AGAINST DIRTY 401(K) PLAN | SAN FRANCISCO CA | 446 | $55.5M | $237K |
