Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 102 U.S. retirement plans report holding Dodge& Cox in their Schedule of Assets, totaling $728.6M 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 | JACOBS ENGINEERING GROUP INC. JACOBS 401(K) PLUS SAVINGS PLAN | DALLAS TX | 16,218 | $6.4B | $332.9M |
| 2 | THE METHODIST HOSPITAL THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL | HOUSTON TX | 29,975 | $2.0B | $60.3M |
| 3 | JBS USA FOOD COMPANY HOLDINGS JBS 401(K) SAVINGS PLAN |
GREELEY CO |
| 39,079 |
| $679.8M |
| $30.3M |
| 4 | DYCOM INDUSTRIES, INC. DYCOM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 16,855 | $403.3M | $23.8M |
| 5 | JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND CLEVELAND BAKERS AND TEAMSTERS PENSION FUND | VALLEY VIEW OH | 2,011 | $350.4M | $23.8M |
| 6 | OXBOW CARBON LLC OXBOW AFFILIATED COMPANIES RETIREMENT PLAN | WEST PALM BEACH FL | 283 | $177.2M | $22.9M |
| 7 | SECURITAS SECURITY SERVICES USA, IN SECURITAS SECURITY SERVICES USA INCENTIVE SAVINGS AND RETIREMENT PLAN | WESTLAKE VILLAGE CA | 76,740 | $519.2M | $22.5M |
| 8 | ARCO BUSINESS SERVICES, INC. ARCO COMPANIES RETIREMENT PLAN | BRENTWOOD MO | 2,012 | $196.3M | $14.5M |
| 9 | EISNER ADVISORY GROUP, LLC EISNER ADVISORY GROUP, LLC RETIREMENT PLAN | NEW YORK NY | 3,807 | $699.3M | $14.1M |
| 10 | ARCO BUSINESS SERVICES, INC. ARCO COMPANIES RETIREMENT PLAN | BRENTWOOD MO | 1,898 | $166.3M | $12.5M |
