Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Dodge & Cox Stock Fund Mutual funds in their Schedule of Assets, totaling $102.2M 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 | CIENA CORPORATION CIENA CORPORATION 401(K) PLAN | HANOVER MD | 1,879 | $718.8M | $51.6M |
| 2 | MONETA GROUP LLC MONETA GROUP SALARY SAVINGS PLAN | CLAYTON MO | 518 | $144.0M | $10.6M |
| 3 | PRESTIGE EMPLOYEE ADMINISTRATORS, INC. PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN |
SUNRISE FL |
| 10,980 |
| $558.5M |
| $10.3M |
| 4 | CLUBCORP CLUBCORP INDIVIDUAL INVESTMENT PLAN | IRVING TX | 14,826 | $83.1M | $7.7M |
| 5 | AUTO-CHLOR SYSTEM OF WASHINGTON, INC. AUTO-CHLOR SYSTEM, INC. PROFIT SHARING AND 401(K) PLAN | MOUNTAIN VIEW CA | 942 | $90.7M | $7.0M |
| 6 | RETAIL CLERKS SPECIALTY STORES PENSION FUND RETAIL CLERKS SPECIALTY STORES PENSION FUND | CONCORD CA | 5 | $64.8M | $6.6M |
| 7 | PERLICK CORPORATION PERLICK CORPORATION RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 214 | $34.2M | $2.2M |
| 8 | DELTA INDUSTRIAL, INC. D/B/A DELTA MODTECH DELTA MODTECH 401(K) PLAN | COON RAPIDS MN | 205 | $38.2M | $1.9M |
| 9 | ALICE AND OLIVIA, LLC ALICE AND OLIVIA, LLC 401(K) PLAN | SECAUCUS NJ | 332 | $13.6M | $1.4M |
| 10 | MITCHELL LEWIS & STAVER CO. MITCHELL LEWIS & STAVER CO. 401(K) PROFIT SHARING PLAN | WILSONVILLE OR | 176 | $12.2M | $964K |
