Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge & Cox Stock X Registered investment companies in their Schedule of Assets, totaling $33.2M 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 | SUMMA HEALTH SUMMA HEALTH 403(B) RETIREMENT SAVINGS PLAN | AKRON OH | 4,479 | $855.2M | $31.2M |
| 2 | SERA ARCHITECTS, INC. SERA ARCHITECTS, INC. PROFIT SHARING PLAN | PORTLAND OR | 73 | $17.0M | $1.1M |
| 3 | GENERAL STEAMSHIP AGENCIES, INC. GENERAL STEAMSHIP PROFIT SHARING & RETIREMENT SAVINGS PLAN |
MILL VALLEY CA |
| 105 |
| $18.8M |
| $898K |
| 4 | OREGON IMAGING CENTERS, L.L.C. OREGON IMAGING CENTERS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST | EUGENE OR | 173 | $14.1M | $44K |
