Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Stock I Fund Mutual fund in their Schedule of Assets, totaling $17.5M 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 | WILBUR-ELLIS HOLDINGS, INC. WILBUR-ELLIS 401(K) PLAN | DENVER CO | 2,889 | $398.0M | $15.8M |
| 2 | ADYEN N.V. ADYEN N.V. 401(K) PLAN | SAN FRANCISCO CA | 736 | $50.6M | $776K |
| 3 | VILLA ACADEMY VILLA ACADEMY RETIREMENT PLAN | SEATTLE WA |
| 112 |
| $6.9M |
| $585K |
| 4 | THE MOREY CORPORATION THE MOREY CORPORATION 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 327 | $25.1M | $358K |
| 5 | PHARMACORD, LLC PHARMACORD, LLC 401(K) PLAN | JEFFERSONVILLE IN | 902 | $7.0M | $23K |
