Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Stock Class X # in their Schedule of Assets, totaling $123.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FERGUSON ENTERPRISES, LLC FERGUSON ENTERPRISES, LLC, 401(K) RETIREMENT SAVINGS PLAN | NEWPORT NEWS VA | 30,502 | $3.6B | $100.5M |
| 2 | LA-Z-BOY INCORPORATED LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN | MONROE MI | 6,609 | $351.3M | $14.8M |
| 3 | SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. |
GREENSBORO NC |
| 187 |
| $69.4M |
| $7.9M |
| 4 | MONTEREY PENINSULA HORTICULTURE, INC. MONTEREY PENINSULA HORTICULTURE, INC. 401(K) PLAN | SALINAS CA | 210 | $7.7M | $55K |
| 5 | PARTNERS FOR RURAL IMPACT PARTNERS FOR RURAL IMPACT RETIREMENT PLAN | BEREA KY | 352 | $9.1M | $2K |
