Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Stock Cl I Mutual fund * in their Schedule of Assets, totaling $7.5M 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 | CLACK CORPORATION CLACK CORPORATION PROFIT SHARING 401(K) PLAN | WINDSOR WI | 417 | $85.3M | $5.2M |
| 2 | FIRST DISTRICT ASSOCIATION FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES | LITCHFIELD MN | 123 | $9.7M | $1.4M |
| 3 | THE PARADIES SHOPS, LLC |
ATLANTA GA |
| 7,459 |
| $66.7M |
| $902K |
