Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Dodge & Cox Stock Fund I Dodge & Cox 0 in their Schedule of Assets, totaling $17.3M 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 | DIRECTIONS RESEARCH, INC. DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 190 | $52.5M | $3.9M |
| 2 | ARKRAY AMERICA ARKRAY AMERICA, INC. 401(K) PLAN | MINNEAPOLIS MN | 145 | $32.0M | $3.1M |
| 3 | R.A. SMITH, INC. R.A. SMITH, INC. 401(K) PLAN |
BROOKFIELD WI |
| 211 |
| $55.9M |
| $2.1M |
| 4 | D.G. YUENGLING & SON, INC. D.G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT-SHARING PLAN | POTTSVILLE PA | 332 | $63.4M | $1.7M |
| 5 | RS&I INC. RS&I INC. 401(K) PLAN | IDAHO FALLS ID | 84 | $7.6M | $825K |
| 6 | WESTBURY BANK WESTBURY BANK 401K PSP | WAUKESHA WI | 107 | $15.9M | $824K |
| 7 | GRUNLEY CONSTRUCTION, INC. GRUNLEY CONSTRUCTION, INC. 401(K) PS PLAN | ROCKVILLE MD | 296 | $47.3M | $723K |
| 8 | MAG MUTUAL INSURANCE COMPANY MAG MUTUAL INSURANCE COMPANY 401K PLAN | ATLANTA GA | 426 | $63.8M | $716K |
| 9 | THE WOODSTOCK RESORT CORPORATION THE WOODSTOCK RESORT CORPORATION PROFIT SHARING PLAN | WOODSTOCK VT | 221 | $8.8M | $502K |
| 10 | PERRY TECHNICAL INSTITUTE PERRY TECHNICAL INSTITUTE 401(K) PSP | YAKIMA WA | 110 | $14.8M | $471K |
