Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Dodge & Cox Income X Dodge & Cox 0 in their Schedule of Assets, totaling $29.5M 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 | NORTHEAST GEORGIA HEALTH SYSTEM, INC. NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE GA | 11,682 | $847.5M | $7.8M |
| 2 | CBEYONDATA, LLC CBEYONDATA RETIREMENT SAVINGS PLAN | ARLINGTON VA | 449 | $63.7M | $1.5M |
| 3 | RUSTON PAVING CO., INC. |
DURHAM NC |
| 172 |
| $33.2M |
| $1.3M |
| 4 | LIVE TECHNOLOGIES HOLDINGS, INC. LIVE TECHNOLOGIES 401(K) P/S PLAN & TRUST | COLUMBUS OH | 87 | $12.6M | $1.3M |
| 5 | ALABAMA MEDICAL GROUP P.C. ALABAMA MEDICAL GROUP 401(K) PSP | MOBILE AL | 142 | $23.8M | $1.2M |
| 6 | GRAND VALLEY MEDICAL SPECIALIST, PLC GRAND VALLEY MEDICAL SPECIALISTS, PLC PROFIT SHARING PLAN | WYOMING MI | 68 | $15.9M | $1.1M |
| 7 | PACIFIC MEDICAL, INC. PACIFIC MEDICAL, INC. 401(K) PLAN | TRACY CA | 416 | $21.9M | $941K |
| 8 | THE CHAPEL HILL RESIDENTIAL CENTER, INC. THE CAROL WOODS RETIREMENT PLAN | CHAPEL HILL NC | 384 | $9.0M | $891K |
| 9 | ST ENGINEERING HACKNEY, INC. ST ENGINEERING HACKNEY 401K RET PLAN | WASHINGTON NC | 677 | $22.0M | $863K |
| 10 | PARTNERSHIP PROPERTY MANAGEMENT, LLC PARTNERSHIP PROPERTY MANAGEMENT, LLC RETIREMENT PLAN | GREENSBORO NC | 482 | $9.1M | $801K |
