Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Dodge & Cox Stock X Fund Mutual fund in their Schedule of Assets, totaling $98.5M 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 | ADECCO, INC. THE ADECCO GROUP 401(K) PLAN | JACKSONVILLE FL | 64,616 | $874.4M | $38.6M |
| 2 | FENWICK & WEST LLP FENWICK & WEST LLP 401(K) RETIREMENT SAVINGS PLAN | MOUNTAIN VIEW CA | 1,130 | $686.9M | $22.9M |
| 3 | JELD-WEN HOLDING, INC. JELD-WEN 401(K) RETIREMENT SAVINGS PLAN |
CHARLOTTE NC |
| 8,820 |
| $517.6M |
| $12.0M |
| 4 | ADECCO, INC. LEE HECHT HARRISON 401(K) PLAN | JACKSONVILLE FL | 2,355 | $109.4M | $7.9M |
| 5 | MCKIBBON HOTEL MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST MCKIBBON HOSPITALITY | TAMPA FL | 1,949 | $35.1M | $4.7M |
| 6 | BILLION MOTORS, INC. BILLION MOTORS, INC. SALARY DEFERRAL 401K PLN | SIOUX FALLS SD | 1,215 | $71.9M | $4.2M |
| 7 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | SPARKS MD | 559 | $68.2M | $4.1M |
| 8 | 6SENSE INSIGHTS, INC. 6SENSE INSIGHTS, INC. 401(K) PLAN | SAN FRANCISCO CA | 670 | $53.0M | $1.8M |
| 9 | MORRIS-SHEA BRIDGE COMPANY, INC. MORRIS-SHEA BRIDGE COMPANY, INC. 401(K) PROFIT SHARING PLAN | IRONDALE AL | 254 | $17.0M | $1.2M |
| 10 | BILL PEARCE MOTORS, INC. BILL PEARCE MOTORS, INC. 401(K) PROFIT SHARING PLAN | RENO NV | 161 | $17.3M | $581K |
