Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Dodge & Cox Stock " in their Schedule of Assets, totaling $259.5M 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 | SWISS RE AMERICA HOLDING CORPORATION SWISS RE GROUP U.S. EMPLOYEES' SAVINGS PLAN | ARMONK NY | 2,402 | $1.6B | $124.1M |
| 2 | MOLSON COORS BEVERAGE COMPANY USA LLC MOLSON COORS CONSOLIDATED RETIREMENT AND THRIFT SAVINGS PLAN | MILWAUKEE WI | 1,873 | $452.0M | $25.2M |
| 3 | STEPAN COMPANY |
NORTHBROOK IL |
| 1,264 |
| $395.4M |
| $21.8M |
| 4 | THE KENDALL GROUP, INC. THE KENDALL GROUP, INC. PROFIT SHARING PLAN | PORTAGE MI | 1,749 | $230.1M | $17.7M |
| 5 | TRUSTEES OF PAINTERS AND ALLIED TRADES DC82 DEFINED CONTRIBUTION PENSI PAINTERS AND ALLIED TRADES DC82 DEFINED CONTRIBUTION PENSION PLAN | BLOOMINGTON MN | 3,034 | $272.1M | $15.5M |
| 6 | NAVAJO TRANSITIONAL ENERGY COMPANY, LLC NTEC 401(K) PLAN II | BROOMFIELD CO | 1,050 | $209.6M | $9.1M |
| 7 | MITUTOYO AMERICA CORPORATION MITUTOYO AMERICA CORP. RETIREMENT PLAN | AURORA IL | 392 | $58.2M | $9.0M |
| 8 | CANACCORD GENUITY LLC CANACCORD GENUITY LLC 401(K) PLAN | NY NY | 377 | $110.5M | $5.0M |
| 9 | CURBLINE TRS LLC CURBLINE 401(K) PLAN AND TRUST | BEACHWOOD OH | 209 | $60.6M | $4.5M |
| 10 | SITE CENTERS CORP. SITE CENTERS CORP. 401(K) PLAN & TRUST | BEACHWOOD OH | 221 | $56.7M | $4.5M |
