Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Dodge & Cox Income X Fund Mutual fund in their Schedule of Assets, totaling $31.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOWE'S COMPANIES, INC. LOWES 401(K) PLAN | MOORESVILLE NC | 263,650 | $8.6B | $14.1M |
| 2 | ASPIRE BAKERIES LLC ASPIRE BAKERIES LLC RETIREMENT PLAN | LOS ANGELES CA | 2,569 | $168.2M | $7.5M |
| 3 | MCANANY, VAN CLEAVE & PHILLIPS, P.A. MVP LAW PROFIT SHARING 401(K) PLAN |
KANSAS CITY KS |
| 208 |
| $65.0M |
| $3.5M |
| 4 | TURNER ENTERPRISES MANAGEMENT, LLC TURNER ENTERPRISES MANAGEMENT, LLC 401(K) PLAN | ATLANTA GA | 234 | $38.8M | $2.3M |
| 5 | GOLD-EAGLE COOPERATIVE THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES | EAGLE GROVE IA | 290 | $39.6M | $1.2M |
| 6 | ADECCO, INC. LEE HECHT HARRISON 401(K) PLAN | JACKSONVILLE FL | 2,355 | $109.4M | $708K |
| 7 | COPT DEFENSE PROPERTIES, LP COPT DEFENSE PROPERTIES, LP EMPLOYEE RETIREMENT SAVINGS PLAN | COLUMBIA MD | 423 | $108.7M | $688K |
| 8 | IMPACT CLIMATE TECHNOLOGIES LLC TOM BARROW CO. PROFIT SHARING PLAN | ATLANTA GA | 331 | $54.3M | $547K |
| 9 | HINES PRECISION INC. HINES PRECISION 401(K) RETIREMENT PLAN | PHILPOT KY | 167 | $29.8M | $333K |
| 10 | TOWER ENERGY GROUP TOWER ENERGY GROUP 401K PLAN | TORRANCE CA | 131 | $15.8M | $324K |
