Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dodge & Cox Global Bond Fund Registered investment company in their Schedule of Assets, totaling $32.8M 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 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $17.2M |
| 2 | STANFORD HEALTH CARE STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN | STANFORD CA | 25,626 | $6.9B | $14.0M |
| 3 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN |
AKRON OH |
| 349 |
| $138.9M |
| $1.2M |
| 4 | STANFORD HEALTH CARE TRI-VALLEY STANFORD HEALTH CARE TRI-VALLEY 403(B) PLAN | LIVERMORE CA | 1,754 | $150.0M | $264K |
| 5 | STANFORD HEALTH CARE TRI-VALLEY STANFORD HEALTH CARE TRI-VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN | LIVERMORE CA | 742 | $43.5M | $79K |
| 6 | CHINESE HOSPITAL CHINESE HOSPITAL 401(A) RETIREMENT PLAN & TRUST | SAN FRANCISCO CA | 171 | $9.4M | $8K |
| 7 | R.L.K. AND COMPANY TIMBERLINE LODGE EMPLOYEE SAVINGS AND PROTECTION PLAN | GOVERNMENT CAMP OR | 1,066 | $13.8M | $3K |
| 8 | MEUNDIES INC MEUNDIES 401(K) PLAN | LOS ANGELES CA | 59 | $3.6M | $1K |
