Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 122 U.S. retirement plans report holding Dodge & Cox Income-X Mutual Fund in their Schedule of Assets, totaling $712.2M 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 | ENDEAVOR HEALTH CLINICAL OPERATIONS ENDEAVOR HEALTH LEGACY 403(B) TAX DEFERRED ANNUITY PLAN FOR NORTHSHORE UNIVERSITY HEALTHSYSTEM EMPLOYEES | EVANSTON IL | 11,719 | $2.1B | $100.1M |
| 2 | OHIO FARMERS INSURANCE COMPANY WESTFIELD EMPLOYEE RETIREMENT SAVINGS PLAN | WESTFIELD CENTER OH | 2,616 | $515.5M | $68.9M |
| 3 | CRC INSURANCE GROUP, LLC |
CHARLOTTE NC |
| 6,643 |
| $1.6B |
| $57.3M |
| 4 | LEAR CORPORATION LEAR CORPORATION SALARIED RETIREMENT PROGRAM | SOUTHFIELD MI | 2,813 | $1.2B | $54.9M |
| 5 | CADENCE DESIGN SYSTEMS INC CADENCE DESIGN SYSTEMS, INC. 401(K) PLAN | SAN JOSE CA | 3,716 | $2.1B | $47.0M |
| 6 | NINTENDO OF AMERICA INC. NINTENDO 401(K) SAVINGS PLAN | REDMOND WA | 1,906 | $559.8M | $43.4M |
| 7 | BUCKEYE PIPE LINE SERVICES COMPANY BUCKEYE PIPE LINE SERVICES COMPANY RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 1,754 | $630.7M | $34.8M |
| 8 | THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT THE MOHEGAN RETIREMENT AND 401(K) PLAN | UNCASVILLE CT | 6,314 | $500.1M | $25.7M |
| 9 | ALSTON & BIRD LLP A&B RETIREMENT PLAN | ATLANTA GA | 1,599 | $1.1B | $25.1M |
| 10 | ATLAS COPCO NORTH AMERICA LLC ACNA 401(K) PLAN | PARSIPPANY NJ | 8,055 | $1.1B | $23.0M |
