Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge & Cox International Stock Class X in their Schedule of Assets, totaling $50.7M 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 | UOFL HEALTH, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 11,211 | $565.8M | $46.2M |
| 2 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN | JOHNSON CITY TN | 4,963 | $478.1M | $3.3M |
| 3 | UOFL HEALTH, INC. UNIVERSITY HOSPITAL 403(B) PLAN | LOUISVILLE KY |
| 1,008 |
| $37.0M |
| $971K |
| 4 | MONTEREY PENINSULA HORTICULTURE, INC. MONTEREY PENINSULA HORTICULTURE, INC. 401(K) PLAN | SALINAS CA | 210 | $7.7M | $239K |
