Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dodge & Cox Income Fund X in their Schedule of Assets, totaling $69.9M 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 | HOLLISTER INCORPORATED HOLLISTER 401(K) RETIREMENT SAVINGS PLAN | LIBERTYVILLE IL | 1,240 | $554.5M | $20.1M |
| 2 | CC SERVICES, INC. COUNTRY/ IAA 401(K) PLAN | BLOOMINGTON IL | 3,688 | $1.1B | $15.6M |
| 3 | SCOPELITIS GARVIN LIGHT HANSON & FEARY P.C. SCOPELITIS GARVIN LIGHT HANSON & FEARY 401K BENEFIT PLAN |
INDIANAPOLIS IN |
| 151 |
| $71.2M |
| $11.2M |
| 4 | KARL STORZ ENDOSCOPY-AMERICA, INC. KARL STORZ ENDOSCOPY-AMERICA, INC. EMPLOYEE SAVINGS PLAN | EL SEGUNDO CA | 2,147 | $467.4M | $10.5M |
| 5 | QUADIENT INC. QUADIENT INC. 401(K) PLAN | MILFORD CT | 1,573 | $282.5M | $8.6M |
| 6 | PRAIRIE FARMS DAIRY, INC. PRAIRIE FARMS DAIRY, INC. 401(K) PLAN | EDWARDSVILLE IL | 1,393 | $33.3M | $1.6M |
| 7 | QUALIFIED EMERGENCY SPECIALISTS, INC. QUALIFIED EMERGENCY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY TX | 76 | $66.0M | $1.2M |
| 8 | R. B. JERGENS CONTRACTORS, INC. R. B. JERGENS CONTRACTORS, INC. 401(K) RETIREMENT SAVINGS PLAN | VANDALIA OH | 128 | $15.5M | $742K |
| 9 | JEWISH CHILD CARE ASSOCIATION OF NEW YORK TAX DEFERRED ANNUITY PLAN | BROOKLYN NY | 267 | $12.8M | $191K |
