Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Dodge & Cox Stock Fund; Class X Mutual fund in their Schedule of Assets, totaling $805.2M 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 | NORDSTROM, INC. NORDSTROM 401K PLAN | SEATTLE WA | 58,257 | $4.3B | $384.1M |
| 2 | NORTHWESTERN CORPORATION NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN | BUTTE MT | 1,590 | $512.8M | $72.9M |
| 3 | CURTISS WRIGHT CORPORATION CURTISS WRIGHT CORPORATION SAVINGS & INVESTMENT PLAN |
PARSIPPANY NJ |
| 5,322 |
| $1.1B |
| $67.3M |
| 4 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 401(K) PLAN | NEW ORLEANS LA | 34,054 | $2.7B | $62.8M |
| 5 | REPUBLIC SERVICES, INC. REPUBLIC SERVICES, INC. 401(K) PLAN | PHOENIX AZ | 33,316 | $2.7B | $35.9M |
| 6 | ONEOK, INC. ONEOK, INC. 401(K) PLAN | TULSA OK | 5,150 | $1.4B | $33.5M |
| 7 | BAYLOR COLLEGE OF MEDICINE BAYLOR COLLEGE OF MEDICINE SECTION 403B | HOUSTON TX | 13,672 | $2.2B | $31.0M |
| 8 | BAYLOR COLLEGE OF MEDICINE BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN | HOUSTON TX | 11,162 | $2.0B | $27.8M |
| 9 | SIGNIFY NORTH AMERICA CORPORATION SIGNIFY NORTH AMERICA CORPORATION 401(K) PLAN | BRIDGEWATER NJ | 2,383 | $1.0B | $21.6M |
| 10 | KELLEY DRYE & WARREN LLP KELLEY DRYE & WARREN LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 556 | $442.3M | $16.0M |
