Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Dodge & Cox Stock Fund Registered investment company in their Schedule of Assets, totaling $921.3M 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 | BANNER HEALTH BANNER HEALTH EMPLOYEES 401(K) PLAN | PHOENIX AZ | 56,849 | $4.9B | $262.6M |
| 2 | KINDER MORGAN, INC. KINDER MORGAN SAVINGS PLAN | HOUSTON TX | 10,966 | $2.9B | $135.8M |
| 3 | PENSKE TRUCK LEASING CO., L.P. PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN |
READING PA |
| 16,969 |
| $1.3B |
| $100.4M |
| 4 | INFINEON TECHNOLOGIES AMERICAS CORP. INFINEON TECHNOLOGIES SAVINGS PLAN | MILPITAS CA | 3,569 | $1.7B | $74.8M |
| 5 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $51.4M |
| 6 | ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN BOARD OF TRUSTEES ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN | WAUWATOSA WI | 3,812 | $403.5M | $50.6M |
| 7 | HOMESERVICES OF AMERICA, INC HOMESERVICES RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 5,458 | $790.9M | $36.1M |
| 8 | HP HOOD LLC HP HOOD LLC RETIREMENT SAVINGS PLAN | LYNNFIELD MA | 2,951 | $452.2M | $32.1M |
| 9 | PENSKE TRUCK LEASING CO., LP PENSKE LOGISTICS RETIREMENT SAVINGS PLAN | READING PA | 5,564 | $359.9M | $24.7M |
| 10 | NATIONAL AEROSPACE SOLUTIONS, LLC NATIONAL AEROSPACE SOLUTIONS, LLC EMPLOYEES SAVINGS PLAN | ARNOLD AFB TN | 950 | $308.3M | $23.6M |
