Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dodge & Cox Stock Mutual fund N/A in their Schedule of Assets, totaling $24.4M 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 | KARSTEN MANUFACTURING CORPORATION KARSTEN MANUFACTURING CORPORATION AND SUBSIDIARIES 401(K) PLAN | PHOENIX AZ | 1,109 | $291.6M | $14.0M |
| 2 | MILK SPECIALTIES COMPANY MILK SPECIALTIES COMPANY RETIREMENT PLAN | EDEN PRAIRIE MN | 1,202 | $66.6M | $4.7M |
| 3 | BECKETT GAS, INC. BECKETT GAS, INC. 401(K) PLAN |
NORTH RIDGEVILLE OH |
| 446 |
| $27.6M |
| $3.6M |
| 4 | AMERICAN BANK & TRUST AMERICAN BANK & TRUST 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 194 | $31.6M | $1.8M |
| 5 | WATERFRONT BRANDS WATERFRONT BRANDS RETIREMENT PLAN | FERGUS FALLS MN | 314 | $10.8M | $147K |
| 6 | IDEAL HOMES OF NORMAN, L.P. IH GROUP 401(K) PLAN | NORMAN OK | 247 | $19.5M | $51K |
| 7 | STEADYMD, INC. STEADYMD, INC. 401(K) PLAN | ST. LOUIS MO | 167 | $2.5M | $33K |
