Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Dodge & Cox Stock- I Mutual Fund in their Schedule of Assets, totaling $79.2M 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 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $31.6M |
| 2 | COBLENTZ PATCH DUFFY & BASS LLP COBLENTZ PATCH DUFFY & BASS LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 155 | $105.4M | $12.0M |
| 3 | WHATABURGER RESTAURANTS LLC |
SAN ANTONIO TX |
| 39,507 |
| $262.0M |
| $4.0M |
| 4 | HITACHI SOLUTIONS AMERICA, LTD. HITACHI SOLUTIONS AMERICA, LTD. 401(K) PLAN | IRVINE CA | 564 | $120.3M | $3.9M |
| 5 | WAHL CLIPPER CORPORATION WAHL CLIPPER CORPORATION 401(K) PROFIT SHARING PLAN | STERLING IL | 906 | $139.1M | $3.5M |
| 6 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $3.5M |
| 7 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,502 | $159.0M | $3.3M |
| 8 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,891 | $188.3M | $2.7M |
| 9 | CAMERON MEMORIAL COMMUNITY HOSPITAL INC. CAMERON MEMORIAL COMMUNITY HOSPITAL INC EMPLOYEES' RETIREMENT PLAN | ANGOLA IN | 772 | $33.5M | $2.1M |
| 10 | DAKOTA EYE INSTITUTE, PC DAKOTA EYE 401(K) PLAN | BISMARCK ND | 144 | $30.7M | $1.9M |
