Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dodge & Cox Global bond # in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENESIS ENGINEERS, INC. GENESIS ENGINEERS, INC. 401(K) RETIREMENT SAVINGS PLAN | BLUE BELL PA | 257 | $46.4M | $2.4M |
| 2 | PENN STAINLESS PRODUCTS, INC. PENN STAINLESS PRODUCTS, INC. PROFIT SHARING-401(K) PLAN | QUAKERTOWN PA | 221 | $23.0M | $1.3M |
| 3 | 3V SIGMA USA INC. |
GEORGETOWN SC |
| 162 |
| $17.6M |
| $248K |
| 4 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $174K |
| 5 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | FISHERSVILLE VA | 2,826 | $115.8M | $120K |
| 6 | SABRE YACHTS SABRE YACHTS 401(K) PLAN | RAYMOND ME | 246 | $13.9M | $81K |
| 7 | AUMA ACTUATORS, INC. AUMA ACTUATORS, INC. 401(K) | CANONSBURG PA | 138 | $13.9M | $44K |
| 8 | POLISH NATIONAL CREDIT UNION POLISH NATIONAL CREDIT UNION 401(K) RETIREMENT PLAN AND TRUST | CHICOPEE MA | 120 | $20.3M | $44K |
| 9 | DLF USA INC. DLF USA INC. RETIREMENT PLAN | ALBANY OR | 223 | $19.8M | $6K |
| 10 | COOPER STEEL FABRICATORS, INC. COOPER STEEL EMPLOYEE SAVINGS AND RETIREMENT PLAN | SHELBYVILLE TN | 428 | $26.9M | $3K |
