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;I Mutual fund in their Schedule of Assets, totaling $69.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MESSER NORTH AMERICA INC MESSER RETIREMENT SAVINGS PLAN | BRIDGEWATER NJ | 2,143 | $397.3M | $33.5M |
| 2 | KOCH ENTERPRISES, INC. KOCH COMPANIES 401(K) PLAN | EVANSVILLE IN | 2,537 | $284.5M | $13.8M |
| 3 | TRAYLOR BROS., INC. TRAYLOR CONSTRUCTION GROUP 401(K) PLAN |
EVANSVILLE IN |
| 991 |
| $83.8M |
| $6.7M |
| 4 | MIDWEST LABORATORIES, INC. MIDWEST LABORATORIES, INC. PROFIT SHARING PLAN AND TRUST | OMAHA NE | 293 | $45.6M | $4.5M |
| 5 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 280 | $67.1M | $2.9M |
| 6 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $2.2M |
| 7 | NUGGET MARKET, INC. NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 1,778 | $126.0M | $1.4M |
| 8 | TALCOTT RESOLUTION LIFE, INC. TALCOTT 401(K) PLAN | WINDSOR CT | 565 | $103.7M | $1.0M |
| 9 | KELLER, SCHROEDER & ASSOCIATES, INC KELLER, SCHROEDER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | EVANSVILLE IN | 100 | $39.1M | $971K |
| 10 | NEVELL GROUP, INC NGI 401(K) SAVINGS PLAN | BREA CA | 156 | $21.5M | $921K |
