Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 108 U.S. retirement plans report holding Dodge& Cox Dodge & Cox Income X in their Schedule of Assets, totaling $594.5M 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 METHODIST HOSPITAL THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL | HOUSTON TX | 33,922 | $3.0B | $91.7M |
| 2 | DILLARD'S, INC. DILLARD'S, INC. INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN | LITTLE ROCK AR | 26,070 | $3.0B | $70.3M |
| 3 | CWT US, LLC CWT 401(K) PLAN |
MINNETONKA MN |
| 2,126 |
| $391.2M |
| $38.8M |
| 4 | REGENERON PHARMACEUTICALS, INC. REGENERON PHARMACEUTICALS, INC. 401(K) SAVINGS PLAN | TARRYTOWN NY | 11,960 | $2.6B | $37.1M |
| 5 | TEICHERT, INC. TEICHERT INC. RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 2,947 | $236.4M | $33.2M |
| 6 | THE METHODIST HOSPITAL THE DEFINED CONTRIBUTION PLAN OF THE METHODIST HOSPITAL | HOUSTON TX | 33,490 | $1.1B | $33.0M |
| 7 | GRANT THORNTON ADVISORS LLC GRANT THORNTON ADVISORS LLC 401(K) SAVINGS PLAN | CHICAGO IL | 6,827 | $1.7B | $28.0M |
| 8 | GRANT THORNTON LLP GRANT THORNTON LLP 401(K) SAVINGS PLAN | CHICAGO IL | 7,530 | $1.5B | $27.3M |
| 9 | SUTTER MEDICAL GROUP, INC. SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 1,247 | $1.0B | $18.2M |
| 10 | HM US SERVICES, LLC THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US | IRVING TX | 4,871 | $798.5M | $15.4M |
