Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Dodge Cox Income X in their Schedule of Assets, totaling $264.1M 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 | BNP PARIBAS BNP PARIBAS 401K SAVINGS PLAN | NEW YORK NY | 3,655 | $2.2B | $46.3M |
| 2 | SHEPPARD, MULLIN, RICHTER & HAMPTON LLP SHEPPARD, MULLIN, RICHTER & HAMPTON LLP RETIREMENT AND SAVINGS PLAN | LOS ANGELES CA | 1,816 | $911.6M | $31.7M |
| 3 | NETJETS INC. NETJETS INC. 401(K) PLAN |
COLUMBUS OH |
| 3,191 |
| $835.6M |
| $29.4M |
| 4 | REPUBLIC NATIONAL DISTRIBUTING COMPANY REPUBLIC NATIONAL 401(K) PLAN | ATLANTA GA | 11,405 | $1.5B | $27.6M |
| 5 | ENDEAVOR HEALTH ENDEAVOR HEALTH 401(K) PLAN | EVANSTON IL | 28,506 | $2.3B | $23.4M |
| 6 | THE SEGAL GROUP, INC. THE SEGAL GROUP PROFIT SHARING PLAN | NEW YORK NY | 1,129 | $591.2M | $17.5M |
| 7 | PILGRIM'S PRIDE CORPORATION PILGRIM'S PRIDE RETIREMENT SAVINGS PLAN | GREELEY CO | 39,273 | $478.2M | $14.4M |
| 8 | HOULIHAN LOKEY HOULIHAN LOKEY RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,648 | $396.4M | $14.4M |
| 9 | JONES DAY JONES DAY RETIREMENT PLAN | CLEVELAND OH | 916 | $1.6B | $12.5M |
| 10 | DAIICHI SANKYO, INC. DAIICHI SANKYO, INC. SAVINGS AND RETIREMENT PLAN | BASKING RIDGE NJ | 2,440 | $963.6M | $9.7M |
