Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Dodge & Cox income X Mutual Funds in their Schedule of Assets, totaling $93.7M 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 | WAYNE FARMS LLC WAYNE-SANDERSON FARMS 401(K) RETIREMENT PLAN | OAKWOOD GA | 24,562 | $595.7M | $32.3M |
| 2 | CIENA CORPORATION CIENA CORPORATION 401(K) PLAN | HANOVER MD | 1,879 | $718.8M | $29.0M |
| 3 | 7-ELEVEN, INC. 7-ELEVEN, INC. 401(K) PLAN |
| 66,965 |
| $1.0B |
| $11.8M |
| 4 | MARUBENI AMERICA CORPORATION MARUBENI GROUP RETIREMENT SAVINGS PLAN | NEW YORK NY | 951 | $222.0M | $7.3M |
| 5 | THE INDIUM CORPORATION OF AMERICA INDIUM CORPORATION OF AMERICA EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | CLINTON NY | 1,017 | $103.1M | $3.3M |
| 6 | THE HARFORD MUTUAL INSURANCE COMPANY THE HARFORD MUTUAL INSURANCE GROUP RETIREMENT SAVINGS PLAN | BEL AIR MD | 265 | $59.8M | $2.3M |
| 7 | GRANITE ROCK COMPANY GRANITEROCK 401(K) PLAN | WATSONVILLE CA | 384 | $132.7M | $1.7M |
| 8 | PRH INVESTMENTS LLC DBA THE RELATED GROUP THE RELATED GROUP 401K SAVINGS PLAN | MIAMI FL | 752 | $40.5M | $1.3M |
| 9 | MALCO PRODUCTS, INC. MALCO PRODUCTS, INC. INCENTIVE SAVINGS PLAN AND TRUST | BARBERTON OH | 231 | $17.9M | $1.2M |
| 10 | ELRINGKLINGER AUTOMOTIVE MANUFACTURING, INC. ELRINGKLINGER RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 617 | $27.6M | $611K |
