Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 107 U.S. retirement plans report holding Dodge & Cox International stock # in their Schedule of Assets, totaling $310.5M 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 | GROUP HEALTH PLAN, INC. GROUP HEALTH PLAN, INC. 401(K) PLAN | MINNEAPOLIS MN | 8,008 | $2.6B | $43.8M |
| 2 | UNIVERSITY OF MINNESOTA PHYSICIANS UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS AND 401(K) PLAN | MINNEAPOLIS MN | 4,740 | $1.1B | $42.2M |
| 3 | PARK NICOLLET HEALTH SERVICES |
ST. LOUIS PARK MN |
| 8,313 |
| $2.2B |
| $34.5M |
| 4 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN | MIDDLETON WI | 1,782 | $1.4B | $31.7M |
| 5 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN | ALBUQUERQUE NM | 12,160 | $967.8M | $11.6M |
| 6 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN | MIDDLETON WI | 3,273 | $767.7M | $11.3M |
| 7 | MASTERBRAND, INC. MASTERBRAND, INC. RETIREMENT SAVINGS PLAN | BEACHWOOD OH | 6,582 | $544.3M | $10.6M |
| 8 | WELLMARK, INC. WELLMARK, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 1,930 | $467.9M | $9.0M |
| 9 | REINHART BOERNER VAN DEUREN, S.C. REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 349 | $308.4M | $7.9M |
| 10 | 112/73 RETIREMENT TRUST FUND NECA - IBEW 112/73 RETIREMENT PLAN NECA-IBEW | SPOKANE WA | 6,481 | $478.9M | $7.4M |
