Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Dodge&Cox Global Stock Fund in their Schedule of Assets, totaling $496.9M 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 | NAVY FEDERAL CREDIT UNION NAVY FEDERAL CREDIT UNION EMPLOYEES' RETIREMENT PLAN | MERRIFIELD VA | 20,269 | $2.1B | $288.0M |
| 2 | LAWRENCE LIVERMORE NATIONAL SECURITY LLC LLNS DEFINED CONTRIBUTION PLANS MASTER TRUST | LIVERMORE CA | — | $3.1B | $97.9M |
| 3 | JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND |
ANCHORAGE AK |
| 3,855 |
| $2.1B |
| $58.6M |
| 4 | BOARD OF TRUSTEES, ALASKA PLUMBING & PIPEFITTING INDUSTRY PENSION PLAN ALASKA PLUMBING AND PIPEFITTING INDUSTRY PENSION PLAN | PORTLAND OR | 378 | $192.4M | $26.4M |
| 5 | COMPUTERSHARE US SERVICES INC. COMPUTERSHARE 401(K) RETIREMENT PLAN | CANTON MA | 4,479 | $634.8M | $12.4M |
| 6 | DUNGARVIN GROUP, INC. DUNGARVIN 401(K) RETIREMENT PLAN | MENDOTA HEIGHTS MN | 3,119 | $23.0M | $2.6M |
| 7 | VERITIV CORPORATION VERITIV MASTER TRUST | ATLANTA GA | — | $10.1M | $2.0M |
| 8 | VERITIV CORPORATION VERITIV HOURLY PENSION PLAN | ATLANTA GA | 147 | $9.9M | $2.0M |
| 9 | VERITIV OPERATING COMPANY VERITIV HOURLY PENSION PLAN | ATLANTA GA | 142 | $10.5M | $1.9M |
| 10 | ST. CATHERINE UNIVERSITY ST. CATHERINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. PAUL MN | 1,014 | $178.2M | $1.7M |
