Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Funds Dodge and Cox International Stock in their Schedule of Assets, totaling $37.7M 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 | SOUTHEASTERN GROCERS LLC SOUTHEASTERN GROCERS 401(K) SAVINGS PLAN | JACKSONVILLE FL | 26,424 | $914.1M | $19.0M |
| 2 | SOUTHEASTERN GROCERS LLC SOUTHEASTERN GROCERS 401(K) SAVINGS PLAN | JACKSONVILLE FL | 21,770 | $941.2M | $16.8M |
| 3 | FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN |
MENOMONEE FALLS WI |
| 1,937 |
| $125.8M |
| $1.9M |
