Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Dodge & Cox: Income X Fund in their Schedule of Assets, totaling $125.6M 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 | AZZ INC. AZZ INC. 401(K) PLAN | FORT WORTH TX | 2,495 | $117.6M | $10.7M |
| 2 | ARC DOCUMENT SOLUTIONS, INC ARC DOCUMENT SOLUTIONS 401(K) PLAN | SAN RAMON CA | 1,219 | $111.8M | $9.9M |
| 3 | ADVANCED DRAINAGE SYSTEMS, INC. ADVANCED DRAINAGE SYSTEMS, INC. RETIREMENT AND STOCK OWNERSHIP PLAN |
HILLIARD OH |
| 5,249 |
| $1.1B |
| $8.8M |
| 4 | SUMITOMO CORPORATION OF AMERICAS THE SAFE HARBOR 401(K) PLAN | NEW YORK NY | 2,101 | $406.0M | $8.5M |
| 5 | CSC SERVICEWORKS, INC. CSC SERVICEWORKS, INC. 401(K) PLAN | MELVILLE NY | 2,371 | $133.3M | $8.5M |
| 6 | CHA GENERAL SERVICES, INC. THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN | SOMERVILLE MA | 3,901 | $358.3M | $7.6M |
| 7 | METSO USA INC. METSO RETIREMENT SAVINGS PLAN | BROOKFIELD WI | 876 | $280.0M | $7.2M |
| 8 | HALEY & ALDRICH, INC. HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN | BURLINGTON MA | 1,046 | $283.2M | $7.1M |
| 9 | CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION 403B PLAN | MALDEN MA | 564 | $245.2M | $6.5M |
| 10 | MCCORMICK & COMPANY, INC. MCCORMICK 401(K) RETIREMENT PLAN | HUNT VALLEY MD | 4,796 | $968.2M | $5.4M |
