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 Mutual Fund N/A in their Schedule of Assets, totaling $5.8M 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 | DOLESE BROS. CO. DOLESE BROS. CO. PROFIT SHARING PLAN | OKLAHOMA CITY OK | 909 | $144.6M | $4.0M |
| 2 | WORKMAN NYDEGGER, P.C. WORKMAN NYDEGGER, P.C. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 106 | $74.1M | $1.2M |
| 3 | BLACKBEARD OPERATING, LLC THE BLACKBEARD COMPANIES 401(K) PLAN |
FORT WORTH TX |
| 253 |
| $29.4M |
| $259K |
| 4 | BLACKBEARD MANAGEMENT, LLC THE BLACKBEARD COMPANIES 401(K) PLAN | FORT WORTH TX | 280 | $19.6M | $159K |
| 5 | KTI INC. KTI INC. 401(K) PROFIT SHARING PLAN AND TRUST | RIALTO CA | 772 | $28.8M | $126K |
