Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding (1) Dodge & Cox Income X Fund Mutual Fund in their Schedule of Assets, totaling $9.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW COOPERATIVE, INC. THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | FORT DODGE IA | 1,235 | $113.5M | $3.2M |
| 2 | HEARTLAND CO-OP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | DES MOINES IA | 674 | $55.0M | $1.7M |
| 3 | RIVER VALLEY COOPERATIVE |
ELDRIDGE IA |
| 404 |
| $44.3M |
| $1.5M |
| 4 | NEXUS COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | CHARLES CITY IA | 246 | $31.4M | $1.3M |
| 5 | FIVE STAR COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | NEW HAMPTON IA | 182 | $14.0M | $431K |
| 6 | MID IOWA COOP THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | BEAMAN IA | 88 | $12.5M | $414K |
| 7 | PRO COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | POCAHONTAS IA | 180 | $16.1M | $383K |
| 8 | RAY-CARROLL COUNTY GRAIN GROWERS THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | RICHMOND MO | 135 | $8.8M | $364K |
| 9 | KANZA COOPERATIVE ASSOCIATION THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | IUKA KS | 180 | $11.5M | $172K |
