Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dodge & Cox Stock Mutual fund N/A in their Schedule of Assets, totaling $30.3M 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 | KARSTEN MANUFACTURING CORPORATION KARSTEN MANUFACTURING CORPORATION AND SUBSIDIARIES 401(K) PLAN | PHOENIX AZ | 1,109 | $291.6M | $14.0M |
| 2 | D.A. DAVIDSON COMPANIES D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN | GREAT FALLS MT | 1,609 | $543.1M | $5.9M |
| 3 | MILK SPECIALTIES COMPANY |
EDEN PRAIRIE MN |
| 1,202 |
| $66.6M |
| $4.7M |
| 4 | BECKETT GAS, INC. BECKETT GAS, INC. 401(K) PLAN | NORTH RIDGEVILLE OH | 446 | $27.6M | $3.6M |
| 5 | AMERICAN BANK & TRUST AMERICAN BANK & TRUST 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 194 | $31.6M | $1.8M |
| 6 | WATERFRONT BRANDS WATERFRONT BRANDS RETIREMENT PLAN | FERGUS FALLS MN | 314 | $10.8M | $147K |
| 7 | IDEAL HOMES OF NORMAN, L.P. IH GROUP 401(K) PLAN | NORMAN OK | 247 | $19.5M | $51K |
| 8 | STEADYMD, INC. STEADYMD, INC. 401(K) PLAN | ST. LOUIS MO | 167 | $2.5M | $33K |
| 9 | IMAGINE THE POSSIBILITIES, INC IMAGINE THE POSSIBILITIES, INC. 401(K) PLAN | MAQUOKETA IA | 956 | $16.3M | $20K |
