Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Stock - in their Schedule of Assets, totaling $526.4M 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 | AZOA SERVICES CORPORATION ALLIANZ ASSET ACCUMULATION PLAN | MINNEAPOLIS MN | 5,281 | $2.0B | $129.1M |
| 2 | SUTTER HEALTH SUTTER HEALTH 403(B) SAVINGS PLAN | SACRAMENTO CA | 59,303 | $7.6B | $106.3M |
| 3 | BAKER TILLY ADVISORY GROUP PARENT, LP BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN |
CHICAGO IL |
| 6,535 |
| $1.3B |
| $78.3M |
| 4 | PURDUE PHARMA L.P. PURDUE PHARMA L.P. AND PARTICIPATING ASSOCIATED COMPANIES RETIREMENT SAVINGS 401(K) PLAN | STAMFORD CT | 501 | $455.1M | $34.9M |
| 5 | BAYCARE CLINIC, L.L.P. BAYCARE CLINIC 401(K) RETIREMENT SAVINGS PLAN | GREEN BAY WI | 957 | $315.7M | $21.0M |
| 6 | DIALYSIS CLINIC, INC. DIALYSIS CLINIC, INC. THRIFT PLAN | NASHVILLE TN | 5,543 | $445.9M | $20.7M |
| 7 | MITSUBISHI MOTORS NORTH AMERICA, INC. MITSUBISHI MOTORS NORTH AMERICA, INC. 401(K) SAVINGS PLAN | FRANKLIN TN | 301 | $265.3M | $18.0M |
| 8 | O.C. TANNER COMPANY O.C. TANNER RETIREMENT & SAVINGS PLAN | SALT LAKE CITY UT | 1,267 | $345.9M | $16.6M |
| 9 | BOARD OF TRUSTEES MEBA 401(K) PLAN MEBA 401(K) PLAN | BALTIMORE MD | 1,904 | $330.9M | $12.7M |
| 10 | SUTTER HEALTH SUTTER HEALTH RETIREMENT INCOME PLAN | SACRAMENTO CA | 13,396 | $864.9M | $11.7M |
