Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Dodge Cox Dodge & Cox Stock Fund X in their Schedule of Assets, totaling $636.3M 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 | INSPERITY HOLDINGS, INC. INSPERITY 401K PLAN | KINGWOOD TX | 177,974 | $9.4B | $439.0M |
| 2 | INSPERITY HOLDINGS, INC. INSPERITY CORPORATE 401K PLAN | KINGWOOD TX | 4,616 | $646.8M | $85.0M |
| 3 | BARR ENGINEERING CO. BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN |
MINNEAPOLIS MN |
| 1,059 |
| $277.1M |
| $22.4M |
| 4 | FORVIS MAZARS, LLP FORVIS MAZARS, LLP EMPLOYEES' SAVINGS PLAN I | SPRINGFIELD MO | 2,471 | $954.6M | $20.3M |
| 5 | SILGAN CONTAINERS MANUFACTURING CORPORATION SILGAN RETIREMENT SAVINGS PLAN | WOODLAND HILLS CA | 1,268 | $330.6M | $19.6M |
| 6 | FORVIS MAZARS, LLP FORVIS MAZARS, LLP EMPLOYEES SAVINGS PLAN II | SPRINGFIELD MO | 2,551 | $881.2M | $14.1M |
| 7 | IMI AMERICAS LLC. IMI 401(K) PLAN | DENVER CO | 1,547 | $312.6M | $9.9M |
| 8 | SILGAN CONTAINERS MANUFACTURING CORPORATION SILGAN WHITE CAP RETIREMENT PLAN | WOODLAND HILLS CA | 651 | $125.0M | $6.5M |
| 9 | OXBOW CARBON LLC OXBOW AFFILIATED COMPANIES RETIREMENT PLAN | WEST PALM BEACH FL | 283 | $177.2M | $5.6M |
| 10 | TUPPERWARE BRANDS CORPORATION TUPPERWARE BRANDS CORPORATION RETIREMENT SAVINGS PLAN | ORLANDO FL | 385 | $86.0M | $4.8M |
