Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 362 U.S. retirement plans report holding Dodge&Cox Stock Fund in their Schedule of Assets, totaling $3.9B 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 | INTEL CORPORATION INTEL 401(K) SAVINGS PLAN | FOLSOM CA | 46,693 | $24.9B | $735.8M |
| 2 | CARDINAL HEALTH, INC. CARDINAL HEALTH 401(K) SAVINGS PLAN | DUBLIN OH | 31,015 | $4.8B | $472.7M |
| 3 | BLOOMBERG L.P. BLOOMBERG L.P. 401(K) PLAN | NEW YORK |
| 14,853 |
| $5.7B |
| $215.9M |
| 4 | MAYER BROWN LLP MAYER BROWN LLP USA SAVINGS PLAN | CHICAGO IL | 2,078 | $1.2B | $144.7M |
| 5 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $138.0M |
| 6 | INTEL CORPORATION INTEL RETIREMENT CONTRIBUTION PLAN | FOLSOM CA | 13,400 | $7.3B | $136.4M |
| 7 | BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO. UA LOCAL 290 PLUMBER, STEAMFITTER & SHIPFITTER PENSION PLAN | TUALATIN OR | 3,642 | $1.3B | $120.8M |
| 8 | BOT, WA STATE PLUMBING AND PIPEFITTING INDUSTRY PENSION PLAN WA STATE PLUMBING AND PIPEFITTING INDUSTRY PENSION PLAN | TUKWILA WA | 5,015 | $1.3B | $86.3M |
| 9 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN | GRAND BLANC MI | 18,139 | $1.9B | $65.8M |
| 10 | WEIL, GOTSHAL & MANGES LLP WEIL, GOTSHAL & MANGES SECTION 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 1,642 | $785.9M | $62.5M |
