Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dodge & Cox Stock-X Mutual Fund N/A in their Schedule of Assets, totaling $23.1M 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 | BLUE CROSS BLUE SHIELD OF NORTH DAKOTA BCBSND AND NORIDIAN HEALTHCARE SOLUTIONS 401(K) PLAN | FARGO ND | 3,856 | $500.3M | $13.5M |
| 2 | TRUE DRILLING LLC TRUE COMPANIES EMPLOYEES' 401(K) SAVINGS PLAN | CASPER WY | 966 | $72.0M | $4.3M |
| 3 | FORUM COMMUNICATIONS COMPANY 401(K) |
FARGO ND |
| 785 |
| $86.3M |
| $2.7M |
| 4 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN | TULSA OK | 289 | $70.4M | $1.9M |
| 5 | BRAINERD CHEMICAL CO., INC. BRAINERD CHEMICAL 401(K) RETIREMENT PLAN | TULSA OK | 93 | $8.0M | $349K |
| 6 | DON THORNTON AUTOMOTIVE, LLC DBA LEXUS OF TULSA DON THORNTON AUTOMOTIVE 401(K) PLAN | TULSA OK | 305 | $17.0M | $236K |