Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Stock X Mutual Fund N/R in their Schedule of Assets, totaling $41.5M 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 | STEPHENS SHARED SERVICES LLC STEPHENS EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 1,399 | $409.3M | $40.4M |
| 2 | S.R. SNODGRASS, P.C. S.R. SNODGRASS, P.C. EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN | CRANBERRY TOWNSHIP PA | 111 | $22.8M | $1.1M |