Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dodge & Cox Income Fund Cl X Registered Investment Company in their Schedule of Assets, totaling $6.7M 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 | METALLUS INC. METALLUS INC. SAVINGS AND INVESTMENT PENSION PLAN | CANTON OH | 691 | $218.5M | $2.3M |
| 2 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT | SEATTLE WA | 611 | $112.0M | $1.6M |
| 3 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST RETIREMENT PLAN |
SEATTLE WA |
| 841 |
| $126.8M |
| $926K |
| 4 | CALIFORNIA ACADEMY OF SCIENCES CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN | SAN FRANCISCO CA | 611 | $94.7M | $805K |
| 5 | METALLUS INC. METALLUS INC. VOLUNTARY INVESTMENT PENSION PLAN | CANTON OH | 1,240 | $140.8M | $630K |
| 6 | BERKSHIRE SCHOOL, INC. TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BERKSHIRE SCHOOL | SHEFFIELD MA | 179 | $65.9M | $419K |
