Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Stock-X Mutual Fund N/A in their Schedule of Assets, totaling $20.4M 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 | 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 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC |
TULSA OK |
| 289 |
| $70.4M |
| $1.9M |
| 4 | BRAINERD CHEMICAL CO., INC. BRAINERD CHEMICAL 401(K) RETIREMENT PLAN | TULSA OK | 93 | $8.0M | $349K |
| 5 | DON THORNTON AUTOMOTIVE, LLC DBA LEXUS OF TULSA DON THORNTON AUTOMOTIVE 401(K) PLAN | TULSA OK | 305 | $17.0M | $236K |
