Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Dodge & Cox Stock I Registered investment company in their Schedule of Assets, totaling $71.4M 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 | SALEM HEALTH HOSPITALS & CLINICS SALEM HEALTH HOSPITALS & CLINICS RETIREMENT PLAN | SALEM OR | 5,954 | $982.5M | $19.2M |
| 2 | THE GUTHRIE CLINIC GUTHRIE 401(K) RETIREMENT SAVINGS PLAN | SAYRE PA | 117 | $222.9M | $14.3M |
| 3 | BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 219 R.S.P. |
ROCKFORD IL |
| 964 |
| $209.7M |
| $12.3M |
| 4 | DELHAIZE AMERICA, LLC DELHAIZE AMERICA, LLC 401(K) RETIREMENT SAVINGS PLAN | SCARBOROUGH ME | 9,198 | $286.6M | $10.2M |
| 5 | HALL CAPITAL PARTNERS LLC HALL CAPITAL PARTNERS LLC 401(K) PLAN | SAN FRANCISCO CA | 206 | $50.7M | $3.7M |
| 6 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 547 | $97.8M | $2.6M |
| 7 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. SAVINGS AND INVESTMENT MASTER TRUST | ALPHARETTA GA | — | $102.5M | $2.4M |
| 8 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | ALPHARETTA GA | 299 | $52.7M | $1.2M |
| 9 | SANTIAM MEMORIAL HOSPITAL SANTIAM MEMORIAL HOSPITAL 401(K) RETIREMENT PLAN | STAYTON OR | 597 | $41.8M | $1.2M |
| 10 | AGC CHEMICALS AMERICAS, INC. AGC CHEMICALS AMERICAS, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | ALPHARETTA GA | 140 | $45.4M | $1.1M |
