Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Stock - in their Schedule of Assets, totaling $376.1M 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 | SUTTER HEALTH SUTTER HEALTH 403(B) SAVINGS PLAN | SACRAMENTO CA | 59,303 | $7.6B | $106.3M |
| 2 | BAKER TILLY ADVISORY GROUP PARENT, LP BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN | CHICAGO IL | 6,535 | $1.3B | $78.3M |
| 3 | PURDUE PHARMA L.P. PURDUE PHARMA L.P. AND PARTICIPATING ASSOCIATED COMPANIES RETIREMENT SAVINGS 401(K) PLAN |
STAMFORD CT |
| 501 |
| $455.1M |
| $34.9M |
| 4 | BAYCARE CLINIC, L.L.P. BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY WI | 957 | $315.7M | $21.0M |
| 5 | DIALYSIS CLINIC, INC. DIALYSIS CLINIC, INC. THRIFT PLAN | NASHVILLE TN | 5,543 | $445.9M | $20.7M |
| 6 | O.C. TANNER COMPANY O.C. TANNER RETIREMENT & SAVINGS PLAN | SALT LAKE CITY UT | 1,267 | $345.9M | $16.6M |
| 7 | BOARD OF TRUSTEES MEBA 401(K) PLAN MEBA 401(K) PLAN | BALTIMORE MD | 1,904 | $330.9M | $12.7M |
| 8 | SUTTER HEALTH SUTTER HEALTH RETIREMENT INCOME PLAN | SACRAMENTO CA | 13,396 | $864.9M | $11.7M |
| 9 | TRIMEDX HOLDINGS, LLC TRIMEDX HOLDINGS, LLC RETIREMENT PLAN | INDIANAPOLIS IN | 3,016 | $244.6M | $10.6M |
| 10 | US RADIOLOGY SPECIALISTS, INC. US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN | RALEIGH NC | 4,664 | $571.0M | $8.6M |
