Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge & Cox Funds Dodge & Cox Income X in their Schedule of Assets, totaling $7.7M 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 | ASCENSUS, LLC. ASCENSUS, LLC 401(K) SAVINGS PLAN | DRESHER PA | 4,858 | $621.8M | $7.5M |
| 2 | JOHN A. MARTIN STRUCTURAL ENGINEERS DBA JOHN A. MARTIN & ASSOCIATES JOHN A. MARTIN & ASSOCIATES 401(K) PLAN | LOS ANGELES CA | 97 | $38.2M | $120K |
| 3 | COUNTRY SUPPLIER LLC COUNTRY SUPPLIER 401(K) SAVINGS PLAN |
AMMON ID |
| 895 |
| $10.4M |
| $90K |
| 4 | OPTIMA DERMATOLOGY PARTNERS, LLC OPTIMA DERMATOLOGY PARTNERS RETIREMENT PLAN | PORTSMOUTH NH | 446 | $16.2M | $7K |
