Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Dodge & Cox Stock X Dodge & Cox 0 in their Schedule of Assets, totaling $38.6M 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 | NORTHEAST GEORGIA HEALTH SYSTEM, INC. NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE GA | 11,682 | $847.5M | $16.5M |
| 2 | HIGHLAND CLINIC, A P.M.C. HIGHLAND CLINIC, A P.M.C. 401(K) PROFIT SHARING PLAN | SHREVEPORT LA | 185 | $86.1M | $8.1M |
| 3 | HOLDEN CONNER CONMAC, LLC |
WEINER AR |
| 1,127 |
| $54.8M |
| $6.2M |
| 4 | LIVE TECHNOLOGIES HOLDINGS, INC. LIVE TECHNOLOGIES 401(K) P/S PLAN & TRUST | COLUMBUS OH | 87 | $12.6M | $1.5M |
| 5 | OMNETICS CONNECTOR CORPORATION OMNETICS CONNECTOR CORP. 401(K) PS PLAN | MINNEAPOLIS MN | 399 | $51.7M | $1.0M |
| 6 | TIFCO INDUSTRIES TIFCO INDUSTRIES INC EMPLOYEES 401(K) PLAN | CYPRESS TX | 254 | $19.8M | $957K |
| 7 | ACCESS GROUP, INC. ACCESS GROUP, INC. 401(K) PLAN | LITTLE ROCK AR | 346 | $6.8M | $901K |
| 8 | CBEYONDATA, LLC CBEYONDATA RETIREMENT SAVINGS PLAN | ARLINGTON VA | 449 | $63.7M | $840K |
| 9 | PALMETTO PRIMARY CARE PHYSICIANS, LLC PALMETTO PRIMARY CARE PHYSICIANS, LLC 401(K) | NORTH CHARLESTON SC | 563 | $58.3M | $709K |
| 10 | CENTRAL ARKANSAS AREA AGENCY ON AGING, INC. CARELINK 401(K) PLAN | NORTH LITTLE ROCK AR | 258 | $4.6M | $480K |
