Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Stock Fund X N/R in their Schedule of Assets, totaling $52.8M 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 | EPIC SYSTEMS CORPORATION EPIC SYSTEMS CORPORATION 401(K) PLAN | VERONA WI | 13,997 | $2.9B | $37.6M |
| 2 | AMERICAN DENTAL ASSOCIATION AMERICAN DENTAL ASSOCIATION EMPLOYEES' SAVINGS AND THRIFT PLAN | CHICAGO IL | 437 | $127.0M | $15.2M |