Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Dodge & Cox Income Fund X Registered Investment Company in their Schedule of Assets, totaling $23.9M 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 | INGRAM INDUSTRIES INC. INGRAM 401(K) RETIREMENT PLAN | NASHVILLE TN | 5,888 | $634.1M | $15.9M |
| 2 | WENTHE-DAVIDSON ENGINEERING CO. WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEES' PROFIT SHARING PLAN AND 401(K) PLAN | NEW BERLIN WI | 156 | $15.7M | $1.8M |
| 3 | VECIMA TECHNOLOGY INC. |
DULUTH GA |
| 165 |
| $28.6M |
| $1.2M |
| 4 | CUSTOM COMPUTER SPECIALISTS, LLC CUSTOM COMPUTER SPECIALISTS, LLC 401(K) PLAN | HAUPPAUGE NY | 340 | $42.8M | $938K |
| 5 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES LLC PROFIT SHARING PLAN | CHICAGO IL | 217 | $88.2M | $883K |
| 6 | HOSPITAL CENTRAL SERVICES ASSOCIATION HOSPITAL CENTRAL SERVICES ASSOCIATION 401(K) PROFIT SHARING | AUBURN WA | 279 | $15.1M | $733K |
| 7 | CHARMS LLC CHARMS EMPLOYEES RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 404 | $35.6M | $635K |
| 8 | GENCO MASONRY, INC. GENCO MASONRY, INC. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 149 | $10.7M | $621K |
| 9 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES, LLC EMPLOYEES PENSION | CHICAGO IL | 206 | $57.8M | $382K |
| 10 | VERITAS CAPITAL FUND MANAGEMENT VERITAS CAPITAL 401K PLAN | NEW YORK NY | 140 | $24.4M | $244K |
