Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Dodge & Cox International Stock-X Mutual fund in their Schedule of Assets, totaling $31.1M 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 | WACHTELL, LIPTON, ROSEN & KATZ WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN | NEW YORK NY | 660 | $638.7M | $5.5M |
| 2 | ECMC GROUP, INC. ECMC GROUP 401(K) PLAN | MINNEAPPOLIS MN | 419 | $190.2M | $4.0M |
| 3 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN |
FREDRICKTOWN OH |
| 2,431 |
| $236.0M |
| $3.5M |
| 4 | SCOTLAND MEMORIAL HOSPITAL, INC. SCOTLAND MEMORIAL HOSPITAL, INC. 403(B) RETIREMENT PLAN | LAURINBURG NC | 1,428 | $79.2M | $3.5M |
| 5 | RYAN, LLC RYAN, LLC EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 2,842 | $387.2M | $2.6M |
| 6 | TEXAS HOSPITAL ASSOCIATION THA PARTICIPANT DIRECTED RETIREMENT PROGRAM GROUP TRUST | AUSTIN TX | — | $208.5M | $2.6M |
| 7 | COPIC TRUST COPIC COMPANIES 401(K) PLAN | DENVER CO | 137 | $37.3M | $1.6M |
| 8 | HARRIS GROUP INC. HARRIS GROUP DEFERRED INCOME PLAN AND TRUST | SEATTLE WA | 86 | $28.4M | $1.5M |
| 9 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT PENSION PLAN | BOSTON MA | 775 | $58.2M | $1.2M |
| 10 | FAITH TECHNOLOGIES INCORPORATED FAITH TECHNOLOGIES INCORPORATED 401(A) PLAN | MENASHA WI | 1,711 | $25.7M | $1.1M |
