Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Income X Fund Registered investment company in their Schedule of Assets, totaling $140.9M 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 | THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS 401(K) SAVINGS PLAN | EAGAN MN | 8,130 | $4.5B | $81.5M |
| 2 | BURNS & MCDONNELL INC. BURNS & MCDONNELL, INC. 401(K) SAVINGS PLAN | KANSAS CITY MO | 10,884 | $2.1B | $53.2M |
| 3 | REUTERS AMERICA LLC REUTERS GUILD 401(K) PENSION PLAN |
NEW YORK NY |
| 371 |
| $234.7M |
| $5.8M |
| 4 | ARBORGEN INC. ARBORGEN 401(K) PROFIT SHARING PLAN | SUMMERVILLE SC | 106 | $15.7M | $281K |
| 5 | EDER FLAG MANUFACTURING CO., INC. EDER FLAG MANUFACTURING CO., INC. PROFIT SHARING PLAN | OAK CREEK WI | 121 | $5.8M | $20K |
