Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dodge & Cox Stock Cl I in their Schedule of Assets, totaling $7.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUST U.A. LOCAL 467 DEFINED CONTRIBUTION PLAN | SAN JOSE CA | 849 | $158.2M | $4.5M |
| 2 | LEXINGTON PARTNERS L.P. LEXINGTON PARTNERS 401(K) RETIREMENT PLAN | NEW YORK NY | 135 | $111.9M | $976K |
| 3 | THE PRINCE & IZANT COMPANY |
CLEVELAND OH |
| 142 |
| $32.2M |
| $926K |
| 4 | MONTICELLO BANKSHARES, INC. MONTICELLO BANKSHARES, INC. RETIREMENT SAVINGS PLAN | MONTICELLO KY | 192 | $15.7M | $610K |
| 5 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $295K |
| 6 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. PREVAILING WAGE PLAN | LINCOLN RI | 735 | $6.2M | $29K |
