Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Dodge Cox Stock Fund X Mutual fund in their Schedule of Assets, totaling $283.6M 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 | FEDERAL NATIONAL MORTGAGE ASSOCIATION FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES | WASHINGTON DC | 8,187 | $4.6B | $115.2M |
| 2 | THOMPSON COBURN LLP THOMPSON COBURN LLP 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 787 | $484.3M | $37.7M |
| 3 | FIRST TRUST PORTFOLIOS L.P. |
WHEATON IL |
| 1,090 |
| $360.3M |
| $28.9M |
| 4 | BOARD OF TRUSTEES OF THE WESTERN WA U.A. SUPPLEMENTAL PENSION PLAN WESTERN WASHINGTON U.A. SUPPLEMENTAL PENSION PLAN | TUKWILA WA | 4,139 | $661.1M | $27.3M |
| 5 | GENSLER GENSLER 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 3,991 | $717.2M | $17.1M |
| 6 | AMPHENOL CORPORATION & AFFILIATED COMPANIES AMPHENOL CORPORATION EMPLOYEE SAVINGS/401(K) PLAN | WALLINGFORD CT | 6,984 | $779.2M | $13.9M |
| 7 | ZIMMER GUNSUL FRASCA ARCHITECTS LLP ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN | PORTLAND OR | 647 | $151.2M | $10.9M |
| 8 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $9.8M |
| 9 | DEL MONTE FOODS, INC. DEL MONTE FOODS, INC. SAVINGS PLAN | WALNUT CREEK CA | 630 | $104.8M | $5.1M |
| 10 | DEL MONTE FOODS CORPORATION II INC. DEL MONTE FOODS CORPORATION II INC. SAVINGS PLAN | WALNUT CREEK CA | 551 | $115.0M | $4.8M |
