Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Trust Bank Dodge & Cox Income Fund Class X in their Schedule of Assets, totaling $399K 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 | GENERAL RV CENTERS, INC. GENERAL RV 401(K) PLAN & TRUST | WIXOM MI | 1,769 | $77.4M | $399K |
