Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Dodge & Cox Income X Registered Investment Company † in their Schedule of Assets, totaling $311.7M 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 | BARRICK GOLD OF NORTH AMERICA, INC. BARRICK RETIREMENT PLAN | ELKO NV | 7,384 | $1.3B | $38.3M |
| 2 | ZIMMER BIOMET HOLDINGS, INC. ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM MASTER TRUST | WARSAW IN | — | $1.5B | $30.7M |
| 3 | HILMAR CHEESE COMPANY |
HILMAR CA |
| 1,762 |
| $236.9M |
| $26.2M |
| 4 | BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM AL | 1,172 | $694.3M | $25.3M |
| 5 | DODGE & COX DODGE & COX PROFIT SHARING PLAN | SAN FRANCISCO CA | 360 | $355.8M | $23.4M |
| 6 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,735 | $852.7M | $20.5M |
| 7 | NAVIENT CORPORATION NAVIENT 401(K) SAVINGS PLAN | WILMINGTON DE | 1,698 | $694.0M | $19.3M |
| 8 | PERKINS&WILL, INC. PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,817 | $414.4M | $14.9M |
| 9 | HOMESTREET, INC. HOMESTREET, INC 401(K) SAVINGS PLAN | SEATTLE WA | 790 | $178.8M | $14.5M |
| 10 | MISSION INTERNAL MEDICAL GROUP, INC MISSION INTERNAL MEDICAL GROUP AMENDED PROFIT SHARING 401(K) PLAN | MISSION VIEJO CA | 148 | $141.0M | $11.0M |
