Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Income Class X in their Schedule of Assets, totaling $61.9M 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 | WEGMANS FOOD MARKETS INC. THE WEGMANS RETIREMENT PLANS | ROCHESTER NY | 55,056 | $3.4B | $58.0M |
| 2 | NANA REGIONAL CORPORATION, INC. NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN | ANCHORAGE AK | 2,963 | $199.4M | $2.5M |
| 3 | GEORGETOWN HOSPITAL SYSTEMS DBA TIDELANDS HEALTH |
GEORGETOWN SC |
| 2,439 |
| $203.1M |
| $1.1M |
| 4 | GLOBAL TECHNICAL SYSTEMS GLOBAL TECHNICAL SYSTEMS 401(K) PLAN | VIRGINIA BEACH VA | 190 | $10.9M | $203K |
| 5 | CHARTBEAT INC. CHARTBEAT 401K PLAN | AUSTIN TX | 104 | $14.0M | $78K |