Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dodge& Cox Dodge & Cox Income X N/R in their Schedule of Assets, totaling $72.0M 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 | THE MOSES H. CONE MEMORIAL HOSPITAL OPERATING CORPORATION THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN | GREENSBORO NC | 13,920 | $1.6B | $56.3M |
| 2 | THE MOSES H. CONE MEMORIAL HOSPITAL OPERATING CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN OF MOSES CONE HEALTH SYSTEM | GREENSBORO NC | 13,661 | $265.8M | $8.3M |
| 3 |
READING PA |
| 4,566 |
| $630.0M |
| $2.7M |
| 4 | LAFORCE, LLC LAFORCE, LLC 401(K) PLAN | GREEN BAY WI | 670 | $100.7M | $1.6M |
| 5 | AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT ATD 403(B) EMPLOYEE SAVINGS PLAN | ALEXANDRIA VA | 166 | $31.1M | $1.2M |
| 6 | METHOD PRODUCTS, PBC PEOPLE AGAINST DIRTY 401(K) PLAN | SAN FRANCISCO CA | 446 | $55.5M | $720K |
| 7 | BRENNTAG NORTH AMERICA, INC. BRENNTAG USA MONEY PURCHASE PLAN | READING PA | 736 | $103.5M | $525K |
| 8 | LL FLOORING HOLDINGS INC. LL FLOORING HOLDINGS, INC. 401(K) & PROFIT SHARING PLAN | BEAR DE | 35 | $41.1M | $425K |
| 9 | QUARTERRA SERVICES, LLC THE QUARTERRA SERVICES, LLC 401(K) PLAN | CHARLOTTE NC | 569 | $62.9M | $171K |
