Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Dodge & Cox Income Fund; Class X Mutual fund in their Schedule of Assets, totaling $329.9M 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 | BIOGEN INC. BIOGEN 401(K) SAVINGS PLAN | CAMBRIDGE MA | 4,289 | $2.2B | $48.5M |
| 2 | WORKDAY, INC. WORKDAY, INC. 401(K) PLAN | PLEASANTON CA | 12,750 | $2.6B | $40.8M |
| 3 | TROUTMAN PEPPER HAMILTON SANDERS LLP TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN |
| 2,871 |
| $1.2B |
| $32.7M |
| 4 | MITSUBISHI ELECTRIC US, INC. MITSUBISHI ELECTRIC U.S. COMPANIES' RETIREMENT PLAN | CYPRESS CA | 3,786 | $860.3M | $29.1M |
| 5 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. USS 401(K) PLAN FOR USW-REPRESENTED EMPLOYEES | PITTSBURGH PA | 11,419 | $1.4B | $23.3M |
| 6 | AUTODESK, INC. AUTODESK 401(K) PLAN | SAN FRANCISCO CA | 5,920 | $2.0B | $23.0M |
| 7 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. UNITED STATES STEEL CORPORATION SAVINGS FUND PLAN FOR SALARIED EMPLOYEES | PITTSBURGH PA | 2,644 | $1.6B | $21.5M |
| 8 | PETSMART, LLC PETSMART, INC. SAVESMART 401(K) PLAN | PHOENIX AZ | 46,794 | $667.2M | $18.2M |
| 9 | TUFTS MEDICINE, INC. TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN | BURLINGTON MA | 11,129 | $991.9M | $15.1M |
| 10 | EQUINIX EQUINIX, INC. 401(K) PLAN | REDWOOD CITY CA | 4,031 | $878.1M | $9.0M |
