Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Income X Pooled separate accounts in their Schedule of Assets, totaling $7.3M 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 | HERITAGE FAMILY FEDERAL CREDIT UNION HERITAGE FAMILY FEDERAL CREDIT UNION 401(K) PLAN | RUTLAND VT | 167 | $15.1M | $4.0M |
| 2 | KEYSTONE ENGINEERING INC. KEYSTONE ENGINEERING INC. 401(K) PROFIT SHARING PLAN | MANDEVILLE LA | 498 | $45.5M | $3.4M |
