Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Dodge & Cox Funds Dodge & Cox Stock Fund in their Schedule of Assets, totaling $61.9M 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 FRIEDKIN GROUP, INC. FRIEDKIN SAVINGS AND INVESTMENT PLAN | HOUSTON TX | 2,702 | $411.0M | $30.4M |
| 2 | GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP PROFIT SHARING PLAN | REDWOOD CITY CA | 637 | $264.3M | $11.2M |
| 3 | THE PEPPER COMPANIES, INC. |
BARRINGTON IL |
| 689 |
| $164.7M |
| $10.4M |
| 4 | MAT HOLDINGS, INC. MAT HOLDINGS, INC. 401(K) PLAN | LONG GROVE IL | 996 | $63.7M | $2.7M |
| 5 | PACIFIC REALTY ASSOCIATES, L.P. PACIFIC REALTY ASSOCIATES, L.P. RETIREMENT PLAN & TRUST | PORTLAND OR | 117 | $50.4M | $2.6M |
| 6 | IEWC CORP. IEWC CORP. 401(K) PLAN | NEW BERLIN WI | 391 | $33.7M | $1.2M |
| 7 | AUTOMOTIVE CREDIT CORPORATION AUTOMOTIVE CREDIT-MICHAEL ANDREWS & ASSOCIATES 401(K) PLAN | SOUTHFIELD MI | 192 | $11.0M | $836K |
| 8 | SOUTHWEST RANGE SERVICES LLC SOUTHWEST RANGE SERVICES 401(K) PLAN | WSMR NM | 245 | $30.4M | $750K |
| 9 | NOBLE NETWORK OF CHARTER SCHOOLS NOBLE NETWORK OF CHARTER SCHOOLS 401(K) PROFIT SHARING PLAN | CHICAGO IL | 1,691 | $51.8M | $529K |
| 10 | ORAL SURGERY PARTNERS MSO, LLC ORAL SURGERY PARTNERS MSO, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CHESTERFIELD MO | 980 | $50.3M | $510K |
