Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dodge & Cox Dodge and Cox Income X in their Schedule of Assets, totaling $999K 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 | HOSPITALITY RESTAURANT GROUP, INC. HOSPITALITY RESTAURANT GROUP, INC. 401(K) PLAN | TRAVERSE CITY MI | 2,058 | $5.2M | $999K |
