Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 100 U.S. retirement plans report holding Dodge& Cox Stock I - in their Schedule of Assets, totaling $287.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LONZA USA INC. THE LONZA US SAVINGS PLAN | MORRISTOWN NJ | 5,125 | $1.2B | $58.8M |
| 2 | SHANNON MEDICAL CENTER SHANNON MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN | SAN ANGELO TX | 4,417 | $460.8M | $50.8M |
| 3 | UMB FINANCIAL CORPORATION UMB MASTER TRUST |
KANSAS CITY MO |
| — |
| $777.9M |
| $40.4M |
| 4 | FIRMENICH INCORPORATED FIRMENICH RETIREMENT SAVINGS PLAN | PLAINSBORO NJ | 1,632 | $514.5M | $33.7M |
| 5 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 973 | $224.9M | $12.5M |
| 6 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 730 | $157.2M | $9.7M |
| 7 | TRUE VALUE COMPANY TRUE VALUE COMPANY, L.L.C. SAVINGS AND COMPENSATION DEFERRAL PLAN | CHICAGO IL | 1,666 | $223.1M | $6.0M |
| 8 | DESE RESEARCH, INC. DESE RESEARCH, INC. PROFIT SHARING PLAN | HUNTSVILLE AL | 66 | $70.7M | $5.9M |
| 9 | TRIPADVISOR LLC TRIPADVISOR RETIREMENT SAVINGS PLAN | NEEDHAM MA | 999 | $305.5M | $4.0M |
| 10 | DELTA DENTAL OF MISSOURI DELTA DENTAL OF MISSOURI MONEY PURCHASE PENSION PLAN | ST. LOUIS MO | 222 | $46.0M | $3.5M |
