Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dodge & Cox International Stock Registered investment company in their Schedule of Assets, totaling $72.1M 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 | $25.5M |
| 2 | ROPES & GRAY LLP ROPES & GRAY LLP RETIREMENT SAVINGS PLAN | BOSTON MA | 2,706 | $1.4B | $22.1M |
| 3 | TULALIP TRIBES OF WASHINGTON TULALIP TRIBES OF WASHINGTON EMPLOYEES' RETIREMENT PLAN |
TULALIP WA |
| 3,644 |
| $231.4M |
| $13.3M |
| 4 | WATKINS ASSOCIATED INDUSTRIES, INC. WATKINS ASSOCIATED INDUSTRIES, INC. EMPLOYEES' INCENTIVE SAVINGS PLAN | ATLANTA GA | 2,300 | $135.6M | $4.6M |
| 5 | BI-MART CORPORATION BI-MART CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN | EUGENE OR | 2,446 | $107.0M | $4.0M |
| 6 | SIRIUS RE HOLDINGS SIRIUS INTERNATIONAL HOLDING COMPANY, INC 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 684 | $90.5M | $768K |
| 7 | JOHNSON TRACTOR INC JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN | JANESVILLE WI | 209 | $22.3M | $593K |
| 8 | LOZANO SMITH LLP LOZANO SMITH 401(K) PROFIT SHARING PLAN | FRESNO CA | 203 | $47.4M | $497K |
| 9 | MAYFIELD CLINIC, INC. MAYFIELD CLINIC, INC. PROFIT SHARING/401(K) PLAN | CINCINNATI OH | 294 | $73.0M | $389K |
| 10 | SCIENTIFIC CERTIFICATION SYSTEMS, INC. SCIENTIFIC CERTIFICATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | EMERYVILLE CA | 332 | $34.9M | $241K |
