Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dodge & Cox Income‐ Class X in their Schedule of Assets, totaling $114.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VIRTUA HEALTH, INC. VIRTUA 401(K) SAVINGS PLAN | MARLTON NJ | 13,739 | $1.2B | $97.8M |
| 2 | BALLAD HEALTH BALLAD HEALTH 401(A) PLAN | JOHNSON CITY TN | 4,963 | $478.1M | $7.0M |
| 3 | SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. EMPLOYEES 401K PROFIT SHARING PLAN |
GREENSBORO NC |
| 187 |
| $69.4M |
| $3.2M |
| 4 | CNI GOVERNMENT, LLC CNI SUBSIDIARY 401(K) PLAN | NORMAN OK | 1,430 | $92.2M | $2.9M |
| 5 | CHICKASAW NATION INDUSTRIES, INC. CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN | NORMAN OK | 202 | $42.5M | $2.0M |
| 6 | INSPIRA HEALTH NETWORK MEDICAL GROUP, P.C. INSPIRA MEDICAL GROUP 401(K) PLAN | BRIDGETON NJ | 231 | $30.5M | $598K |
| 7 | MARSHALL B. KETCHUM UNIVERSITY MBKU 403(B) VOLUNTARY RETIREMENT PLAN | FULLERTON CA | 242 | $25.4M | $309K |
| 8 | HAAKON INDUSTRIES, INC. ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY HAAKON INDUSTRIES, INC. | CHENEY WA | 196 | $6.4M | $201K |
| 9 | CRIVELLO, NICHOLS & HALL, S.C. CRIVELLO, NICHOLS & HALL, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 110 | $21.9M | $60K |
| 10 | ASPIRE LIVING & LEARNING, INC. ASPIRE LIVING & LEARNING, INC. 403(B) PLAN | BARRE VT | 1,080 | $27.8M | $59K |
