Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge and Cox Dodge and Cox Stock X Fund in their Schedule of Assets, totaling $405.9M 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 | INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY UT | 69,032 | $6.8B | $376.3M |
| 2 | INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 403(B) PLAN | SALT LAKE CITY UT | 46,311 | $341.7M | $27.5M |
| 3 | SPENCER GIFTS LLC SPENCER GIFTS LLC 401(K) PLAN |
EGG HARBOR TOWNSHIP NJ |
| 4,222 |
| $71.0M |
| $2.1M |
