Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Dodge & Cox Stock Fund, Class X Registered Investment Company in their Schedule of Assets, totaling $1.1B 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 | THE INTERPUBLIC GROUP OF COMPANIES, INC. THE INTERPUBLIC GROUP OF COMPANIES, INC. SAVINGS PLAN | NEW YORK NY | 21,182 | $4.1B | $510.3M |
| 2 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 17,704 | $7.4B | $343.8M |
| 3 | CALIFORNIA INSTITUTE OF TECHNOLOGY |
PASADENA CA |
| 10,047 |
| $5.2B |
| $83.9M |
| 4 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH VOLUNTARY RETIREMENT PLAN | PASADENA CA | 7,880 | $2.3B | $49.5M |
| 5 | THE REINALT-THOMAS CORPORATION DISCOUNT TIRE/AMERICA'S TIRE RETIREMENT PLAN | SCOTTSDALE AZ | 15,665 | $1.4B | $41.5M |
| 6 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN | NEW YORK NY | 15,230 | $1.5B | $37.8M |
| 7 | LEUPOLD & STEVENS, INC. LEUPOLD & STEVENS RETIREMENT SAVINGS PLAN | BEAVERTON OR | 805 | $147.1M | $10.3M |
| 8 | FOUNDATION HEALTH PARTNERS FOUNDATION HEALTH PARTNERS 401(K) PLAN | FAIRBANKS AK | 1,911 | $211.9M | $5.4M |
| 9 | VIR BIOTECHNOLOGY, INC. VIR BIOTECHNOLOGY 401(K) PLAN | SAN FRANCISCO CA | 370 | $71.9M | $1.9M |
| 10 | WILMINGTON FRIENDS SCHOOL, INC. WILMINGTON FRIENDS SCHOOL 403(B) RETIREMENT PLAN | WILMINGTON DE | 147 | $54.5M | $852K |
