Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Dodge & Cox International Stock X Dodge & Cox 0 in their Schedule of Assets, totaling $13.9M 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 | NORTHEAST GEORGIA HEALTH SYSTEM, INC. NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE GA | 11,682 | $847.5M | $8.0M |
| 2 | LIEFF, CABRASER, HEIMANN & BERNSTEIN, LLP LIEFF, CABRASER, HEIMANN & BERNSTEIN 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 243 | $141.2M | $2.4M |
| 3 | HAMILTON PARKER COMPANY, LLC |
COLUMBUS OH |
| 123 |
| $12.0M |
| $1.2M |
| 4 | M3 ACCOUNTING SERVICES, INC. M3 ACCOUNTING SERVICES, INC. 401(K) PLAN | LAWRENCEVILLE GA | 235 | $23.1M | $892K |
| 5 | TIFCO INDUSTRIES TIFCO INDUSTRIES INC EMPLOYEES 401(K) PLAN | CYPRESS TX | 254 | $19.8M | $377K |
| 6 | CBEYONDATA, LLC CBEYONDATA RETIREMENT SAVINGS PLAN | ARLINGTON VA | 449 | $63.7M | $346K |
| 7 | NU NORTH AMERICA, INC. NU NORTH AMERICA, INC. 401(K) PLAN | DURHAM NC | 106 | $13.9M | $206K |
| 8 | INTEGRATED GLOBAL SERVICES, INC. INTEGRATED GLOBAL SERVICES, INC 401(K) PLAN | RICHMOND VA | 299 | $20.1M | $200K |
| 9 | OTOLARYNGOLOGY & HEAD AND NECK SURGERY, P.A. MIDWEST ENT 401(K) PROFIT SHARING PLAN | WOODBURY MN | 151 | $29.6M | $176K |
| 10 | JMB-III HOLDCO, INC JMB-III HOLDCO, INC. 401(K) PLAN | LAWRENCEVILLE GA | 0 | $5.5M | $82K |
