Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 201 U.S. retirement plans report holding Dodge Cox Stock Fund Mutual Fund in their Schedule of Assets, totaling $3.2B 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 | ERNST & YOUNG U.S. LLP ERNST & YOUNG RETIREMENT SAVINGS PLAN | SECAUCUS NJ | 55,849 | $18.3B | $1.1B |
| 2 | SYNCHRONY FINANCIAL SYNCHRONY FINANCIAL MY SAVINGS PLAN | STAMFORD CT | 10,687 | $1.6B | $248.2M |
| 3 | LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN |
LOS ANGELES CA |
| 4,864 |
| $3.1B |
| $219.9M |
| 4 | ECOLAB INC. ECOLAB SAVINGS PLAN AND ESOP | ST. PAUL MN | 19,704 | $4.2B | $186.5M |
| 5 | MIDAMERICAN ENERGY COMPANY MIDAMERICAN ENERGY COMPANY RETIREMENT SAVINGS PLAN | DES MOINES IA | 7,624 | $2.0B | $102.8M |
| 6 | TECO ENERGY, INC. TECO ENERGY GROUP RETIREMENT SAVINGS PLAN | TAMPA FL | 4,205 | $1.1B | $71.8M |
| 7 | MERCURY GENERAL CORPORATION MERCURY GENERAL CORPORATION PROFIT SHARING PLAN | LOS ANGELES CA | 4,207 | $940.9M | $70.4M |
| 8 | PALO ALTO FOUNDATION MEDICAL GROUP, INC. PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 2,064 | $2.3B | $65.9M |
| 9 | WINDSTREAM SERVICES LLC WINDSTREAM 401(K) PLAN | LITTLE ROCK AR | 8,623 | $1.3B | $65.8M |
| 10 | CADENCE DESIGN SYSTEMS INC CADENCE DESIGN SYSTEMS, INC. 401(K) PLAN | SAN JOSE CA | 3,716 | $2.1B | $58.5M |
