Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Dodge &Cox Stock Fund Class X in their Schedule of Assets, totaling $550.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | R. R. DONNELLEY & SONS COMPANY RR DONNELLEY SAVINGS PLAN | CHICAGO IL | 13,854 | $1.4B | $93.1M |
| 2 | THE WILLIAMS COMPANIES, INC. THE WILLIAMS INVESTMENT PLUS PLAN | TULSA OK | 5,692 | $2.0B | $69.8M |
| 3 | ASSOCIATED BANC-CORP ASSOCIATED BANC-CORP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN |
GREEN BAY WI |
| 4,037 |
| $866.1M |
| $66.4M |
| 4 | NORTHWESTERN MUTUAL LIFE INS.CO. THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND | MILWAUKEE WI | 6,097 | $1.4B | $42.8M |
| 5 | CANON U.S.A., INC. CANON EMPLOYEE SAVINGS AND RETIREMENT PLAN | MELVILLE NY | 6,453 | $2.7B | $41.1M |
| 6 | NORTHWESTERN MUTUAL LIFE INS. CO. THE NORTHWESTERN MUTUAL EMPLOYEE SAVINGS PLAN | MILWAUKEE WI | 8,160 | $2.9B | $33.5M |
| 7 | ALLETE, INC. ALLETE AND AFFILIATED COMPANIES RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN | DULUTH MN | 1,633 | $605.7M | $26.5M |
| 8 | HENDRICK AUTOMOTIVE GROUP, LLC HENDRICK AUTOMOTIVE GROUP 401(K) PLAN | CHARLOTTE NC | 9,556 | $756.6M | $26.4M |
| 9 | BLUE CROSS AND BLUE SHIELD OF ARIZONA, INC. BLUE CROSS AND BLUE SHIELD OF ARIZONA, INC. 401(K) SAVINGS PLAN | PHOENIX AZ | 3,305 | $516.9M | $20.8M |
| 10 | FARELLA BRAUN AND MARTEL LLP FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN | SAN FRANCISCO CA | 164 | $237.3M | $19.1M |
