Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Dodge & Cox Income Fund Class X Mutual fund N/A in their Schedule of Assets, totaling $51.6M 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 | WHOLE FOODS MARKET, INC. WHOLE FOODS MARKET GROWING YOUR FUTURE 401(K) PLAN | AUSTIN TX | 95,856 | $2.4B | $42.4M |
| 2 | MCDONALD CARANO LLP MCDONALD CARANO LLP PROFIT SHARING PLAN | RENO NV | 116 | $65.3M | $3.0M |
| 3 | MEYER MANUFACTURING CORPORATION MEYER MANUFACTURING CORPORATION 401(K) PROFIT SHARING PLAN & TRUST |
DORCHESTER WI |
| 140 |
| $21.8M |
| $1.5M |
| 4 | BETHANY RETIREMENT LIVING BETHANY RETIREMENT LIVING 401(K) PLAN | FARGO ND | 725 | $13.4M | $1.2M |
| 5 | EVENTIDE EVENTIDE 403(B) TAX DEFERRED SAVINGS PLAN | MOORHEAD MN | 1,122 | $22.3M | $1.1M |
| 6 | DELTA DEFENSE, LLC DELTA DEFENSE, LLC 401(K) PLAN | WEST BEND WI | 626 | $28.6M | $720K |
| 7 | CHERRY OPTICAL, INC. CHERRY OPTICAL INC 401(K) PROFIT SHARING PLAN & TRUST | GREEN BAY WI | 253 | $15.8M | $586K |
| 8 | ENGLEWOOD MARKETING GROUP, INC. ENGLEWOOD MARKETING GROUP 401(K) PLAN | GREEN BAY WI | 185 | $12.5M | $448K |
| 9 | TFC, INC. TFC, INC. 401(K) PLAN | FARGO ND | 1,340 | $81.6M | $306K |
| 10 | CAMPUSWORKS INC. CAMPUSWORKS INC. 401(K) PROFIT SHARING PLAN | BRADENTON FL | 210 | $12.5M | $248K |
