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 Fund X N/R in their Schedule of Assets, totaling $13.4M 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 | AMERICAN DENTAL ASSOCIATION AMERICAN DENTAL ASSOCIATION EMPLOYEES' SAVINGS AND THRIFT PLAN | CHICAGO IL | 437 | $127.0M | $11.9M |
| 2 | ANDREWS DISTRIBUTING COMPANY OF NORTH TEXAS, LLC ANDREWS DISTRIBUTING COMPANY 401(K) PLAN | DALLAS TX | 1,888 | $110.0M | $996K |
| 3 | HOPE GAS, INC. |
CLARKSBURG WV |
| 564 |
| $38.3M |
| $457K |
| 4 | SCHOLARSHIP AMERICA INC. SCHOLARSHIP AMERICA 403(B) RETIREMENT PLAN | MINNEAPOLIS MN | 192 | $9.6M | $88K |
| 5 | DOOR CONTROLS USA, INC. DOOR CONTROLS USA, INC. 401(K) PLAN | BEN WHEELER TX | 302 | $4.9M | $2K |
