Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DODGECOX INTL STK CLASS I MUTUAL FUND in their Schedule of Assets, totaling $404K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE NJ | 592 | $57.1M | $264K |
| 2 | M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON NC | 581 | $10.8M | $115K |
| 3 | LULA-WESTFIELD, L.L.C. |
PAINCOURTVILLE LA |
| 127 |
| $15.4M |
| $10K |
| 4 | CHINESE INFORMATION AND SERVICE CENTER CHINESE INFORMATION AND SERVICE CENTER 401(K) PLAN | SEATTLE WA | 136 | $1.4M | $10K |
| 5 | CYBERTHINK, INC. CYBERTHINK, INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 131 | $15.0M | $5K |
