Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dodge and Cox Funds Stock Fund—Class X in their Schedule of Assets, totaling $2.8M 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 | MECHANICAL TOOL & ENGINEERING CO. MTE EMPLOYEE SAVINGS AND RETIREMENT PLAN | ROCKFORD IL | 249 | $30.5M | $2.8M |
