Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Income X Pooled separate account in their Schedule of Assets, totaling $3.4M 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 | SUMMIT RESTAURANT GROUP, LLC SUMMIT RESTAURANT GROUP RETIREMENT PLAN | BLUE SPRINGS MO | 874 | $7.6M | $1.3M |
| 2 | ZIP-O-LOG MILLS, INC. THE HALLSTROM RETIREMENT PROGRAM | EUGENE OR | 178 | $29.9M | $1.1M |
| 3 | FORSGREN ASSOCIATES, INC. FORSGREN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN |
SALT LAKE CITY UT |
| 143 |
| $17.5M |
| $1.0M |
