Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dodge & Cox Funds in their Schedule of Assets, totaling $34.4M 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 | FAC SERVICES, LLC RETIREMENT SAVINGS PLAN OF FLAD AFFILIATED CORP. | MADISON WI | 1,399 | $383.7M | $21.3M |
| 2 | NORTHEAST GROCERY, INC. TOPS MARKETS, LLC 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,646 | $183.4M | $7.2M |
| 3 | ACOSTA SALES AND MARKETING COMPANY |
JACKSONVILLE FL |
| 51 |
| $18.4M |
| $4.8M |
| 4 | TOPS MARKETS, LLC TOPS MARKETS, LLC 401(K) SAVINGS PLAN FOR UNION ASSOCIATES | BUFFALO NY | 854 | $59.8M | $1.0M |
| 5 | JUNIPER HEALTH, INC. JUNIPER HEALTH RETIREMENT PLAN | BEATTYVILLE KY | 163 | $5.6M | $15K |
| 6 | MJW CONSOLIDATED INC. MJW CONSOLIDATED INC. 401(K) PLAN | JACKSONVILLE FL | 113 | $8.1M | $3K |
