Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Dodge & Cox Stock Fund Mutual fund n/a in their Schedule of Assets, totaling $20.5M 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 | DOLESE BROS. CO. DOLESE BROS. CO. 401(K) EMPLOYEES SAVINGS INCENTIVE PLAN | OKLAHOMA CITY OK | 1,068 | $83.6M | $6.3M |
| 2 | MCDONALD CARANO LLP MCDONALD CARANO LLP PROFIT SHARING PLAN | RENO NV | 116 | $65.3M | $3.7M |
| 3 | XANTERRA PARKS & RESORTS, INC. XANTERRA PARKS & RESORTS, INC. EMPLOYEE SAVINGS PLAN |
GREENWOOD VILLAGE CO |
| 2,504 |
| $114.6M |
| $3.1M |
| 4 | KAPLAN TRUCKING COMPANY BESSEMER MANAGEMENT COMPANY 401(K) PLAN | CLEVELAND OH | 230 | $23.7M | $1.7M |
| 5 | MILLER INTERNATIONAL, INC. MILLER INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 184 | $16.8M | $1.2M |
| 6 | AMERICAN ALARM & COMMUNICATIONS, INC. AMERICAN ALARM & COMMUNICATIONS, INC. 401(K) | ARLINGTON MA | 358 | $29.7M | $793K |
| 7 | ECK INDUSTRIES, INC. ECK INDUSTRIES, INC. UNION EMPLOYEES' CASH OR DEFERRED RETIREMENT PLAN | MANITOWOC WI | 159 | $14.8M | $642K |
| 8 | O'BRIEN INDUSTRIAL HOLDINGS, LLC CHRISTY EMPLOYEES' PROFIT SHARING PLAN AND TRUST | ST. LOUIS MO | 121 | $20.2M | $563K |
| 9 | FIRST STATE BANK FIRST STATE BANK 401(K) SAVINGS PLAN | NEW LONDON WI | 91 | $15.0M | $497K |
| 10 | CASTILLEJA SCHOOL FOUNDATION CASTILLEJA SCHOOL FOUNDATION DC PLAN | PALO ALTO CA | 135 | $66.7M | $368K |
