Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dodge & Cox Global Bond Mutual fund 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 | WHITEMAN OSTERMAN & HANNA LLP WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN | ALBANY NY | 161 | $104.8M | $2.2M |
| 2 | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN | BRISTOL RI | 120 | $23.9M | $745K |
| 3 | ROGERS, LOVELOCK & FRITZ, INC. |
ORLANDO FL |
| 89 |
| $40.5M |
| $513K |
| 4 | WITRON INTEGRATED LOGISTICS, INC. WITRON INTEGRATED LOGISTICS, INC. 401(K) PLAN | ARLINGTON HEIGHTS IL | 1,070 | $24.2M | $377K |
| 5 | MCCONNELL & ASSOCIATES, INC. MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NORTH KANSAS CITY MO | 137 | $18.8M | $335K |
| 6 | BIG STONE THERAPIES, INC. BIG STONE THERAPIES, INC. RETIREMENT PLAN | BIG STONE CITY SD | 579 | $23.0M | $86K |
| 7 | COMMUNITY HEALTH CENTERS OF PINELLAS, INC DBA EVARA HEALTH EVARA HEALTH RETIREMENT PLAN | CLEARWATER FL | 638 | $22.3M | $67K |
| 8 | PENNONI ASSOCIATES INC. PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN | PHILADELPHIA PA | 1,365 | $165.4M | $57K |
| 9 | POLLEN, INC. POLLEN, INC. EMPLOYEES SAVINGS TRUST PLAN | KANSAS CITY MO | 262 | $35.7M | $25K |
| 10 | CANARICO QUARRIES, INC. GRUPO CARMELO SAVINGS AND INVESTMENT PLAN | SABANA SECA PR | 188 | $4.2M | $22K |
