Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dodge & Cox Stock Mutual funds in their Schedule of Assets, totaling $16.9M 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 | KURITA AMERICA INC. KURITA AMERICA INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 516 | $91.4M | $5.4M |
| 2 | FIDELITY & GUARANTY LIFE BUSINESS SERVICES, INC. FIDELITY & GUARANTY LIFE 401(K) PLAN | DES MOINES IA | 1,341 | $177.2M | $4.5M |
| 3 | MEDELA LLC MEDELA LLC 401(K) SAVINGS PLAN |
MCHENRY IL |
| 450 |
| $71.8M |
| $2.7M |
| 4 | PACKARD MEDICAL GROUP, INC. PACKARD MEDICAL GROUP 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 201 | $102.6M | $2.0M |
| 5 | DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. 401(K) & PROFIT SHARING PLAN | ESCANABA MI | 201 | $16.4M | $1.2M |
| 6 | LHP MANAGEMENT, LLC LHP 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 193 | $13.4M | $402K |
| 7 | HAVILAND PLASTIC PRODUCTS HAVILAND PLASTIC PRODUCTS/DRAINAGE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | HAVILAND OH | 142 | $8.3M | $301K |
| 8 | BREWER CARPET AND DESIGN CENTER, INC. BREWER CARPET & DESIGN CENTER 401(K) PROFIT SHARING PLAN & TRUST | OKLAHOMA CITY OK | 254 | $10.2M | $214K |
| 9 | ICON AIRCRAFT, INC. ICON AIRCRAFT, INC. 401(K) PLAN | VACAVILLE CA | 57 | $3.9M | $110K |
| 10 | INTEGRATED PROCUREMENT TECHNOLOGIES , INC. IPT 401(K) RETIREMENT PLAN | GOLETA CA | 106 | $13.5M | $7K |
