Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DODGECOX INTL STK CLASS I MUTUAL FUND in their Schedule of Assets, totaling $3.8M 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 | AUSTRIAN MOTORS CORP. AUSTRIAN MOTORS CORP. 401(K) PROFIT-SHARING PLAN | GAITHERSBURG MD | 605 | $64.1M | $1.5M |
| 2 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $1.3M |
| 3 | J.V. MANUFACTURING, INC. |
SPRINGDALE AR |
| 354 |
| $18.7M |
| $474K |
| 4 | 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 |
| 5 | M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON NC | 581 | $10.8M | $115K |
| 6 | CD PEO PLUS, LLC PEOPLE PREMIER 401(K) RETIREMENT PLAN | CLEARWATER FL | 272 | $4.0M | $82K |
| 7 | MEDICAL MANAGEMENT & REHAB SERVICES INC. MEDICAL MANAGEMENT & REHAB SERVICES INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINTHICUM MD | 216 | $3.7M | $73K |
| 8 | LULA-WESTFIELD, L.L.C. LULA-WESTFIELD, L.L.C. SAVINGS PLAN | PAINCOURTVILLE LA | 127 | $15.4M | $10K |
| 9 | CHINESE INFORMATION AND SERVICE CENTER CHINESE INFORMATION AND SERVICE CENTER 401(K) PLAN | SEATTLE WA | 136 | $1.4M | $10K |
| 10 | CYBERTHINK, INC. CYBERTHINK, INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 131 | $15.0M | $5K |
