Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Dodge & Cox®. DODGE & COX STOCK X in their Schedule of Assets, totaling $479.4M 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 | WAKEMED WAKEMED RETIREMENT SAVINGS PLAN | RALEIGH NC | 12,421 | $1.4B | $104.8M |
| 2 | THE METHODIST HOSPITAL THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL | HOUSTON TX | 33,922 | $3.0B | $86.2M |
| 3 | LOYOLA MARYMOUNT UNIVERSITY LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
LOS ANGELES CA |
| 3,137 |
| $538.0M |
| $33.0M |
| 4 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $26.4M |
| 5 | BETH ISRAEL LAHEY HEALTH BETH ISRAEL LAHEY HEALTH 401(K) RETIREMENT SAVINGS PLAN | BOSTON MA | 15,698 | $1.6B | $24.7M |
| 6 | DEALER COMPUTER SERVICES, INC. THE REYNOLDS AND REYNOLDS COMPANY 401(K) SAVINGS PLAN | DAYTON OH | 5,468 | $868.0M | $22.9M |
| 7 | THE METHODIST HOSPITAL THE DEFINED CONTRIBUTION PLAN OF THE METHODIST HOSPITAL | HOUSTON TX | 33,490 | $1.1B | $22.8M |
| 8 | ONEMAIN GENERAL SERVICES CORPORATION ONEMAIN 401(K) PLAN | EVANSVILLE IN | 9,172 | $650.6M | $18.8M |
| 9 | STV GROUP, INC. STV RETIREMENT PLAN | DOUGLASSVILLE PA | 3,360 | $929.6M | $15.1M |
| 10 | METHODIST HOSPITALS OF DALLAS METHODIST HEALTH SYSTEM 403(B) PLAN | DALLAS TX | 11,274 | $759.0M | $13.6M |
