Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Dodge & Cox Stock-X Mutual Fund in their Schedule of Assets, totaling $331.8M 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 | OPEN TEXT, INC. OPEN TEXT, INC. 401(K) PLAN | MENLO PARK CA | 4,635 | $1.9B | $92.5M |
| 2 | CALIFORNIA WATER SERVICE COMPANY CALIFORNIA WATER SERVICE COMPANY SAVINGS PLAN | SAN JOSE CA | 1,284 | $389.4M | $34.5M |
| 3 | IRON MOUNTAIN INCORPORATED THE IRON MOUNTAIN COMPANIES 401(K) PLAN |
ROYERSFORD PA |
| 10,113 |
| $943.1M |
| $34.4M |
| 4 | LPL FINANCIAL LLC LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 8,946 | $939.6M | $27.6M |
| 5 | NIXON PEABODY LLP NIXON PEABODY LLP RETIREMENT SAVINGS PLAN I | VICTOR NY | 594 | $653.1M | $19.6M |
| 6 | SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN | ALPHARETTA GA | 409 | $298.1M | $17.5M |
| 7 | ATLAS COPCO NORTH AMERICA LLC ACNA 401(K) PLAN | PARSIPPANY NJ | 8,055 | $1.1B | $15.6M |
| 8 | CHAMPIONX LLC CHAMPIONX 401(K) PLAN | SUGAR LAND TX | 4,147 | $724.1M | $13.2M |
| 9 | TEXAS CAPITAL BANCSHARES, INC. TEXAS CAPITAL 401(K) PLAN | DALLAS TX | 1,830 | $296.9M | $11.8M |
| 10 | CASEY FAMILY PROGRAMS CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST | SEATTLE WA | 330 | $103.9M | $9.5M |
