Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Income Fund X Dodge & Cox Income Fund X in their Schedule of Assets, totaling $4.4M 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 | UNITED DAIRY INDUSTRY ASSOCIATION THRIFT AND SAVINGS PLAN SPONSORED BY UNITED DAIRY INDUSTRY ASSOCIATION | ROSEMONT IL | 497 | $169.6M | $3.2M |
| 2 | ECUMEN ECUMEN 401(K) RETIREMENT SAVINGS PLAN | SHOREVIEW MN | 2,152 | $69.1M | $766K |
| 3 | AMSOIL, INC. AMSOIL, INC. RETIREMENT SAVINGS PLAN |
SUPERIOR WI |
| 478 |
| $52.8M |
| $414K |
