Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Stock Fund X Mutual funds in their Schedule of Assets, totaling $56.6M 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 | VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS OH | 708 | $435.5M | $38.1M |
| 2 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $11.1M |
| 3 | TANDEM MANAGEMENT, LLC TANDEM HR, LLC 401(K) PLAN |
CHANDLER AZ |
| 9,352 |
| $309.9M |
| $7.5M |
