Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Dodge & Cox Stock X Registered investment company # in their Schedule of Assets, totaling $920.4M 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 | AHOLD DELHAIZE USA SERVICES, LLC AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST | SCARBOROUGH ME | — | $6.9B | $227.9M |
| 2 | ARCHER DANIELS MIDLAND COMPANY MASTER TRUST AGREEMENT FOR THE ADM 401(K) AND EMPLOYEE STOCK OWNERSHIP PLANS | DECATUR IL | — | $3.0B | $189.3M |
| 3 | EXPERIAN, INC. |
COSTA MESA CA |
| 6,165 |
| $1.7B |
| $127.0M |
| 4 | ENVISION HEALTHCARE OPERATING INC. ENVISION HEALTHCARE OPERATING INC. 401(K) PLAN | NASHVILLE TN | 11,890 | $3.1B | $87.0M |
| 5 | ENVISION HEALTHCARE CORPORATION ENVISION HEALTHCARE CORPORATION 401(K) PLAN | NASHVILLE TN | 22,814 | $2.5B | $74.0M |
| 6 | BARRICK GOLD OF NORTH AMERICA, INC. BARRICK RETIREMENT PLAN | ELKO NV | 7,384 | $1.3B | $49.2M |
| 7 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN A | PHILADELPHIA PA | 1,527 | $750.8M | $42.6M |
| 8 | ZIMMER BIOMET HOLDINGS, INC. ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM MASTER TRUST | WARSAW IN | — | $1.5B | $32.6M |
| 9 | INDUSTRIAL TECHNOLOGIES AND SERVICES, LLC GARDNER DENVER, INC. MASTER TRUST | DAVIDSON NC | — | $1.4B | $26.8M |
| 10 | HILMAR CHEESE COMPANY HILMAR CHEESE COMPANY PROFIT SHARING 401(K) PLAN | HILMAR CA | 1,762 | $236.9M | $21.8M |
