Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge & Cox Income X Mutual fund (1) in their Schedule of Assets, totaling $8.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROBERTET, INC. ROBERTET USA 401(K) PLAN | MT. OLIVE NJ | 404 | $111.9M | $8.5M |
| 2 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. DEFERRED SALARY SAVINGS PLAN | PHILADELPHIA PA | 610 | $43.2M | $357K |
| 3 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. LOCAL 152 401(K) SAVINGS PLAN |
PHILADELPHIA PA |
| 452 |
| $12.1M |
| $54K |
| 4 | DIETZ & WATSON, INC. DW LOGISTICS LOCAL 152 401(K) PLAN | PHILADELPHIA PA | 117 | $1.6M | $13K |
