Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge and Cox Income X Fund 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.
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 | SUMITOMO CORPORATION OF AMERICAS LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN | NEW YORK NY | 729 | $55.2M | $1.6M |
| 2 | THE ALLEN COMPANY, INC. THE ALLEN COMPANY, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | LEXINGTON KY | 331 | $18.2M | $794K |
| 3 | OWL INTERNATIONAL DBA GLOBAL |
IRVINE CA |
| 484 |
| $17.9M |
| $292K |
| 4 | BLUE COMPASS RV, LLC BLUE COMPASS RV, LLC 401(K) PLAN | FORT LAUDERDALE FL | 3,064 | $23.4M | $42K |
