Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Stock Fund Class I N/R in their Schedule of Assets, totaling $53.6M 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 | GEORGIA TRANSMISSION CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) GEORGIA TRANSMISSION CORPORATION RETIREMENT PLAN | TUCKER GA | 341 | $246.2M | $25.6M |
| 2 | OGLETHORPE POWER CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) OGLETHORPE POWER CORPORATION RETIREMENT PLAN | TUCKER GA | 381 | $228.1M | $12.9M |
| 3 |
TUCKER GA |
| 281 |
| $180.0M |
| $10.6M |
| 4 | TRI CITY BANKSHARES CORPORATION TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN | OAK CREEK WI | 345 | $35.4M | $2.3M |
| 5 | TRI CITY BANKSHARES CORPORATION TRI CITY NATIONAL BANK 401(K) RETIREMENT SAVING PLAN | OAK CREEK WI | 345 | $35.4M | $2.3M |
