Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Dodge & Cox Stock Fund N/R in their Schedule of Assets, totaling $19.5M 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 | WERNER ELECTRIC SUPPLY CO. WERNER ELECTRIC SUPPLY CO. 401(K) PROFIT SHARING PLAN | APPLETON WI | 451 | $70.1M | $5.1M |
| 2 | COMPASS HEALTHCARE PLC COMPASS HEALTHCARE PLC 401(K) PROFIT SHARING PLAN & TRUST | EAST LANSING MI | 277 | $30.5M | $3.2M |
| 3 | BRAKEBUSH BROTHERS, INC. |
WESTFIELD WI |
| 2,431 |
| $134.7M |
| $2.0M |
| 4 | UNIEK, INC. UNIEK, INC. EMPLOYEES' RETIREMENT PLAN | WAUNAKEE WI | 119 | $26.8M | $1.9M |
| 5 | AFRY USA LLC AFRY USA LLC RETIREMENT PLAN AND TRUST | APPLETON WI | 123 | $18.9M | $1.6M |
| 6 | PACUR LLC PACUR 401(K) PROFIT SHARING PLAN AND TRUST | OSHKOSH WI | 142 | $20.2M | $1.5M |
| 7 | ROSECRANCE HEALTH NETWORK ROSECRANCE 401(K) SAVINGS PLAN | ROCKFORD IL | 652 | $54.0M | $1.3M |
| 8 | TWEET-GAROT MECHANICAL, INC. TWEET-GAROT MECHANICAL, INC. 401(K) PLAN | DEPERE WI | 122 | $18.0M | $1.0M |
| 9 | PLANK ENTERPRISES, INC. PLANK ENTERPRISES, INC. PROFIT SHARING PLAN | EAU CLAIRE WI | 110 | $19.8M | $632K |
| 10 | DAHL AUTOMOTIVE LA CROSSE, INC. DAHL AUTOMOTIVE LA CROSSE, INC. 401(K) PLAN | LA CROSSE WI | 545 | $23.1M | $335K |
