Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Stock Fu in their Schedule of Assets, totaling $4.5M 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 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $3.2M |
| 2 | QUICK SUPPLY COMPANY QUICK SUPPLY COMPANY EMPLOYEES' 401(K) PLAN | DES MOINES IA | 368 | $48.4M | $1.2M |
| 3 | GEMINI FINANCIAL SERVICES CORPORATION |
JACKSONVILLE FL |
| 116 |
| $6.2M |
| $168K |
