Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dodge & Cox Stock Fund; Class X in their Schedule of Assets, totaling $142.5M 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 WILLIAMS COMPANIES, INC. THE WILLIAMS INVESTMENT PLUS PLAN | TULSA OK | 5,692 | $2.0B | $69.8M |
| 2 | NORTHWESTERN MUTUAL LIFE INS. CO. THE NORTHWESTERN MUTUAL EMPLOYEE SAVINGS PLAN | MILWAUKEE WI | 8,160 | $2.9B | $33.5M |
| 3 | ALLETE, INC. ALLETE AND AFFILIATED COMPANIES RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN |
DULUTH MN |
| 1,633 |
| $605.7M |
| $26.5M |
| 4 | LEE ENTERPRISES, INC. LEE ENTERPRISES, INC. EMPLOYEES RETIREMENT ACCOUNT PLAN | DAVENPORT IA | 3,158 | $441.6M | $8.8M |
| 5 | LUXURY HOTELS INTERNATIONAL OF PUERTO RICO, INC. MARRIOTT INTERNATIONAL, INC. PUERTO RICO RETIREMENT PLAN | CAROLINA PR | 2,061 | $25.2M | $1.8M |
| 6 | COULEE BANK COULEE BANK SALARY SAVINGS PLAN | LA CROSSE WI | 81 | $13.6M | $998K |
| 7 | THE COLUMBUS ACADEMY THE COLUMBUS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | GAHANNA OH | 427 | $79.9M | $559K |
| 8 | EVERYTOWN FOR GUN SAFETY ACTION EVERYTOWN FOR GUN SAFETY ACTION FUND, INC. 401(K) PLAN | NEW YORK NY | 208 | $15.4M | $362K |
| 9 | DELVAL EQUIPMENT CORPORATION DELVAL EQUIPMENT CORPORATION 401(K) PROFIT SHARING PLAN | WEST NORRITON PA | 136 | $16.1M | $1K |
