Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Dodge & Cox Income X Mutual fund N/A in their Schedule of Assets, totaling $24.4M 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 | TTEC SERVICES CORPORATION TTEC 401(K) PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 19,505 | $344.2M | $7.9M |
| 2 | BLUE CROSS BLUE SHIELD OF NORTH DAKOTA BCBSND AND NORIDIAN HEALTHCARE SOLUTIONS 401(K) PLAN | FARGO ND | 3,856 | $500.3M | $7.2M |
| 3 | FORUM COMMUNICATIONS COMPANY 401(K) |
FARGO ND |
| 785 |
| $86.3M |
| $1.8M |
| 4 | NATIONAL MACHINE COMPANY NATIONAL MACHINE GROUP 401K SAVINGS PLAN | STOW OHIO OH | 400 | $39.5M | $1.4M |
| 5 | AMERICAN WATER WORKS ASSOCIATION AMERICAN WATER WORKS ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 141 | $32.7M | $1.0M |
| 6 | BANK OF EASTERN OREGON BANK OF EASTERN OREGON 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | HEPPNER OR | 157 | $28.8M | $781K |
| 7 | PEPPERMILL CASINOS, INC. PEPPERMILL CASINOS, INC. RETIREMENT PLAN | RENO NV | 3,744 | $84.7M | $756K |
| 8 | GENERAL EQUIPMENT & SUPPLIES, INC. GENERAL EQUIPMENT & SUPPLIES, INC. 401(K) | FARGO ND | 239 | $33.3M | $715K |
| 9 | SAFEGUARD PROPERTIES MANAGEMENT, LLC SAFEGUARD PROPERTIES MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | VALLEY VIEW OH | 313 | $30.1M | $629K |
| 10 | SWIRE PACIFIC HOLDINGS INC. SWIRE COCA-COLA 401(K) PLAN | DRAPER UT | 7,065 | $341.4M | $552K |
