Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dodge & Cox Income X Registered investment companies in their Schedule of Assets, totaling $10.8M 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 | SUNSWEET GROWERS INC. SUNSWEET GROWERS INC, 401(K) PLAN | YUBA CITY CA | 316 | $74.7M | $6.4M |
| 2 | OPUS ONE WINERY, LLC OPUS ONE 401(K) PLAN | OAKVILLE CA | 120 | $25.3M | $1.8M |
| 3 | BLANCHARD TRAINING & DEVELOPMENT INC. BLANCHARD TRAINING & DEVELOPMENT INC. 401(K) PLAN |
ESCONDIDO CA |
| 250 |
| $65.3M |
| $1.2M |
| 4 | SERA ARCHITECTS, INC. SERA ARCHITECTS, INC. PROFIT SHARING PLAN | PORTLAND OR | 73 | $17.0M | $992K |
| 5 | OREGON IMAGING CENTERS, L.L.C. OREGON IMAGING CENTERS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST | EUGENE OR | 173 | $14.1M | $269K |
| 6 | REXEL USA, INC. MAYER ELECTRIC SUPPLY CO INC ASSOC CAPITAL ACCUMUL | DALLAS TX | 1,065 | $162.8M | $179K |
| 7 | MANSON WESTERN, LLC MANSON WESTERN, LLC 401(K) PROFIT SHARING PLAN | TORRANCE CA | 154 | $19.8M | $20K |
| 8 | GLOBE MACHINE MANUFACTURING COMPANY GLOBE MACHINE MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 136 | $11.2M | $2K |
