Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Dodge & Cox Dodge & Cox—Income Fund X in their Schedule of Assets, totaling $45.3M 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 | WIPFLI LLP WIPFLI LLP 401(K) PROFIT SHARING PLAN | WAUSAU WI | 2,318 | $810.7M | $17.1M |
| 2 | SILGAN CONTAINERS MANUFACTURING CORPORATION SILGAN RETIREMENT SAVINGS PLAN | WOODLAND HILLS CA | 1,268 | $330.6M | $10.3M |
| 3 | OXBOW CARBON LLC OXBOW AFFILIATED COMPANIES RETIREMENT PLAN |
WEST PALM BEACH FL |
| 283 |
| $177.2M |
| $5.4M |
| 4 | RESTAURANT SUPPLY CHAIN SOLUTIONS, LLC RESTAURANT SUPPLY CHAIN SOLUTIONS RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 178 | $52.1M | $3.9M |
| 5 | SUTTER EAST BAY MEDICAL GROUP, INC. SEBMG 401K PROFIT-SHARE PLAN | EMERYVILLE CA | 505 | $244.0M | $3.3M |
| 6 | HANTZMON WIEBEL LLP HANTZMON WIEBEL LLP PROFIT SHARING PLAN | CHARLOTTESVILLE VA | 92 | $34.5M | $2.2M |
| 7 | JM TEXAS COMPANIES, LLC EAGLE RAILCAR SERVICES RETIREMENT SAVINGS PLAN | EASTLAND TX | 1,000 | $13.0M | $1.2M |
| 8 | SILGAN CONTAINERS MANUFACTURING CORPORATION SILGAN CONTAINERS EMPLOYEES' RETIREMENT SAVINGS PLAN - UNION | WOODLAND HILLS CA | 699 | $42.7M | $483K |
| 9 | FIRST COMMERCE CREDIT UNION FIRST COMMERCE CREDIT UNION PROFIT SHARING 401(K) | TALLAHASSEE FL | 147 | $17.5M | $366K |
| 10 | TOA (USA), LLC TOA (USA) 401(K) PLAN | MOORESVILLE IN | 889 | $26.4M | $298K |
