Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Dodge Cox Global Bond Fund Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | BLACKLINE INC. BLACKLINE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WOODLAND HILLS CA | 1,106 | $184.0M | $753K |
| 2 | PORT TOWNSEND PAPER CORPORATION PORT TOWNSEND PAPER CORP. RETIREMENT SAVINGS AND INVESTMENT PLAN AND TRUST | PORT TOWNSEND WA | 306 | $63.9M | $410K |
| 3 | DOWN EAST COMMUNITY HOSPITAL |
MACHIAS ME |
| 296 |
| $22.7M |
| $150K |
| 4 | THE AZEK GROUP LLC THE AZEK COMPANY 401(K) PLAN | CHICAGO IL | 2,062 | $109.9M | $112K |
| 5 | UNIVERSITY HEALTHCARE ALLIANCE UNIVERSITY HEALTHCARE ALLIANCE 401(K) PLAN | NEWARK CA | 892 | $104.2M | $108K |
| 6 | BOSTON SAND & GRAVEL COMPANY RESTATED PROFIT SHARING PLAN & TRUST OF BOSTON SAND & GRAVEL COMPANY | BOSTON MA | 63 | $10.6M | $105K |
| 7 | STUBBE & ASSOCIATES, INC. STUBBE & ASSOCIATES, INC. SAVINGS PLAN | MINNETONKA MN | 101 | $12.5M | $97K |
| 8 | MITHUN, INC. MITHUN, INC. PROFIT SHARING 401(K) PLAN & TRUST | SEATTLE WA | 205 | $53.1M | $93K |
| 9 | PACKARD CHILDREN'S HEALTH ALLIANCE PACKARD CHILDREN'S HEALTH ALLIANCE 403(B) RETIREMENT PLAN | PALO ALTO CA | 366 | $28.1M | $67K |
| 10 | AZPERIO AZPERIO 401(K) PLAN | SCOTTSDALE AZ | 108 | $8.4M | $37K |
