Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Dodge Cox Intl Stock X Registered Investment Company in their Schedule of Assets, totaling $179.0M 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 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP MASTER TRUST | PASADENA CA | — | $8.8B | $62.6M |
| 2 | DODGE & COX DODGE & COX PROFIT SHARING PLAN | SAN FRANCISCO CA | 360 | $355.8M | $47.0M |
| 3 | HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN & INVESTMENT DIRECTED PS PLAN MASTER TRUST |
DALLAS TX |
| — |
| $652.7M |
| $16.9M |
| 4 | PERKINS&WILL, INC. PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,817 | $414.4M | $12.8M |
| 5 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR STAFF AND PARTNERS | NEW YORK NY | 891 | $394.1M | $7.4M |
| 6 | HOMESTREET, INC. HOMESTREET, INC 401(K) SAVINGS PLAN | SEATTLE WA | 790 | $178.8M | $6.7M |
| 7 | EVERSHEDS SUTHERLAND (US) LLP EVERSHEDS SUTHERLAND (US) LLP MASTER RETIREMENT TRUST | WASHINGTON DC | — | $495.1M | $6.7M |
| 8 | EVERSHEDS SUTHERLAND (US) LLP EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A | WASHINGTON DC | 694 | $437.6M | $5.8M |
| 9 | WORLD GROUP LLC THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 876 | $75.1M | $3.4M |
| 10 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR ASSOCIATES | NEW YORK NY | 540 | $176.8M | $3.3M |
