Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Dodge & Cox Stock Fund Class I Mutual fund in their Schedule of Assets, totaling $89.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES PUGET SOUND ELECTRICAL WORKERS 401(K) SAVINGS PLAN PUGET SOUND ELECTRICAL WORKERS 401(K) SAVINGS PLAN | SEATTLE WA | 7,974 | $622.3M | $35.6M |
| 2 | SAN JOSE WATER COMPANY SAN JOSE WATER COMPANY SALARY DEFERRAL PLAN | SAN JOSE CA | 424 | $135.3M | $21.7M |
| 3 | ENTERPRISE FINANCIAL SERVICES CORP |
CLAYTON MO |
| 1,251 |
| $189.2M |
| $13.1M |
| 4 | CARBON, INC. CARBON, INC. 401(K) PLAN | REDWOOD CITY CA | 291 | $42.5M | $4.2M |
| 5 | ACADEMY OF MOTION PICTURE ARTS AND SCIENCES ACADEMY OF MOTION PICTURE ARTS AND SCIENCES 401(K) PLAN | BEVERLY HILLS CA | 721 | $39.8M | $2.3M |
| 6 | ALPHA & OMEGA SEMICONDUCTOR, INC. ALPHA & OMEGA SEMICONDUCTOR, INC. 401(K) PLAN | SUNNYVALE CA | 741 | $105.3M | $2.2M |
| 7 | SARAH BUSH LINCOLN HEALTH CENTER SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN | MATTOON IL | 3,436 | $344.1M | $2.1M |
| 8 | WOVEN BY TOYOTA, U.S., INC. WOVEN BY TOYOTA, U.S., INC. 401(K) PLAN | PALO ALTO CA | 521 | $76.2M | $2.0M |
| 9 | CLUB CAR, LLC CLUB CAR 401(K) PLAN | AUGUSTA GA | 1,203 | $172.2M | $1.6M |
| 10 | SSMD VASCULAR SOLUTIONS, LLC MVS 401(K) RETIREMENT PLAN | COCKEYSVILLE MD | 173 | $20.9M | $811K |
