Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge and Cox Income X in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HYUNDAI CAPITAL AMERICA HYUNDAI CAPITAL AMERICA PROFIT SHARING RETIREMENT PLAN | IRVINE CA | 1,603 | $258.3M | $3.8M |
| 2 | BUTLER MACHINERY COMPANY BUTLER MACHINERY COMPANY RETIREMENT PLAN | FARGO ND | 954 | $231.4M | $1.1M |
| 3 | SOLUPAY CONSULTING LLC VERSAPAY 401(K) PLAN |
ATLANTA GA |
| 185 |
| $12.8M |
| $654K |
| 4 | ED VOYLES AUTOMOTIVE GROUP, INC. ED VOYLES EMPLOYEES' INCENTIVE SAVINGS AND RETIREMENT PLAN | MARIETTA GA | 458 | $42.8M | $434K |
| 5 | RECHARGE INC. RECHARGE INC. 401(K) PLAN | SANTA MONICA CA | 326 | $14.7M | $5K |
