Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Dodge & Cox Stock Registered investment company in their Schedule of Assets, totaling $259.7M 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 | BMW OF NORTH AMERICA, LLC BMW SAVINGS PLAN | WOODCLIFF LAKE NJ | 12,867 | $2.3B | $158.1M |
| 2 | NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON FL | 848 | $505.8M | $28.5M |
| 3 | THE GUTHRIE CLINIC GUTHRIE 403(B) RETIREMENT SAVINGS PLAN |
SAYRE PA |
| 11,376 |
| $629.8M |
| $13.5M |
| 4 | SENSIENT TECHNOLOGIES CORPORATION SENSIENT TECHNOLOGIES CORPORATION MASTER TRUST | MILWAUKEE WI | — | $316.2M | $10.4M |
| 5 | SENSIENT TECHNOLOGIES CORPORATION SENSIENT TECHNOLOGIES CORPORATION SAVINGS PLAN | MILWAUKEE WI | 1,790 | $284.5M | $9.1M |
| 6 | FENDER MUSICAL INSTRUMENTS CORPORATION FENDER MUSICAL INSTRUMENTS 401(K) PLAN | SCOTTSDALE AZ | 1,566 | $134.3M | $8.1M |
| 7 | PAGE SOUTHERLAND PAGE, INC PAGE SOUTHERLAND PAGE 401(K) PLAN | DALLAS TX | 1,322 | $241.7M | $7.0M |
| 8 | STIMSON LUMBER COMPANY STIMSON LUMBER COMPANY 401(K) PLAN | PORTLAND OR | 499 | $99.5M | $5.5M |
| 9 | ALLIANCE HEALTH PROFESSIONALS PLLC ALLIANCE HEALTH RETIREMENT PLAN | MOUNT CLEMENS MI | 231 | $41.3M | $2.9M |
| 10 | SANDBERG, PHOENIX & VON GONTARD P.C SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN | ST. LOUIS MO | 365 | $92.9M | $2.6M |
