Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Global Bond Fund X Registered Investment Company in their Schedule of Assets, totaling $42.0M 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 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH BASE RETIREMENT PLAN | PASADENA CA | 10,047 | $5.2B | $17.8M |
| 2 | DODGE & COX DODGE & COX PROFIT SHARING PLAN | SAN FRANCISCO CA | 360 | $355.8M | $15.8M |
| 3 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH VOLUNTARY RETIREMENT PLAN |
PASADENA CA |
| 7,880 |
| $2.3B |
| $8.3M |
| 4 | RAMSEY AUTO GROUP RAMSEY AUTO GROUP 401(K) SAVINGS PLAN | RAMSEY NJ | 436 | $17.9M | $112K |
| 5 | THE MOUNT DESERT ISLAND BIOLOGICAL LABORATORY MOUNT DESERT ISLAND BIOLOGICAL LABORATORY 403(B) DEFINED CONTRIBUTION PLAN | SALISBURY COVE ME | 86 | $15.9M | $5K |
