Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 99 U.S. retirement plans report holding Dodge & Cox International Stock fund Mutual Fund in their Schedule of Assets, totaling $636.3M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $429.7M |
| 2 | CADENCE DESIGN SYSTEMS INC CADENCE DESIGN SYSTEMS, INC. 401(K) PLAN | SAN JOSE CA | 3,716 | $2.1B | $27.1M |
| 3 | SOUTHERN UTE INDIAN TRIBE RETIREMENT SAVINGS PLAN |
IGNACIO CO |
| 1,401 |
| $303.2M |
| $11.0M |
| 4 | IQVIA INCORPORATED IMS HEALTH INCORPORATED RETIREMENT PLAN | DANBURY CT | 1,114 | $530.7M | $10.7M |
| 5 | FIRST HAWAIIAN, INC. HUMAN RESOURCES DIVISION FIRST HAWAIIAN, INC. 401(K) SAVINGS PLAN | HONOLULU HI | 2,012 | $455.8M | $9.7M |
| 6 | CROWELL & MORING LLP CROWELL & MORING LLP RETIREMENT PLAN | WASHINGTON DC | 1,282 | $694.9M | $9.3M |
| 7 | WEST BEND INSURANCE COMPANY WEST BEND INSURANCE COMPANY EMPLOYEE SAVINGS PLAN | WEST BEND WI | 1,662 | $463.0M | $7.6M |
| 8 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $7.6M |
| 9 | TRIDENT SEAFOODS CORPORATION TRIDENT SEAFOODS CORPORATION 401(K) RETIREMENT PLAN | SEATTLE WA | 2,573 | $255.5M | $7.5M |
| 10 | COLORADO PERMANENTE MEDICAL GROUP, P.C. COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | DENVER CO | 1,259 | $1.0B | $7.2M |