Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Stock Registered investment companies in their Schedule of Assets, totaling $5.0M 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 | FIVE9, INC. FIVE9, INC.401(K) PLAN | SAN RAMON CA | 1,501 | $179.7M | $4.7M |
| 2 | AGING WELL HEALTH CARE, LLC AW HEALTH CARE 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 238 | $8.0M | $276K |
