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 Mutual fund in their Schedule of Assets, totaling $27.4M 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 | WCM INDUSTRIES, INC. WCM INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | COLORADO SPRINGS CO | 191 | $107.7M | $20.4M |
| 2 | MARION GENERAL HOSPITAL, INC. MGH 403(B) RETIREMENT PLAN | MARION IN | 1,208 | $74.3M | $5.5M |
| 3 | LUVATA OHIO, INC. LUVATA OHIO, INC. 401(K) PLAN |
DELAWARE OH |
| 129 |
| $17.8M |
| $1.1M |
| 4 | BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST | BEATRICE NE | 543 | $58.8M | $402K |
| 5 | DYNE THERAPEUTICS, INC. DYNE THERAPEUTICS 401(K) PLAN | WALTHAM MA | 188 | $12.3M | $90K |
