Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding Dodge & Cox Stock X - in their Schedule of Assets, totaling $1.3B 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 | TD BANK US HOLDING COMPANY TD 401(K) RETIREMENT PLAN | PORTLAND ME | 32,012 | $6.0B | $461.4M |
| 2 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $97.2M |
| 3 | SSM HEALTH CARE CORP. SSM HEALTH 401(K) PLAN |
| 3,849 |
| $1.4B |
| $78.2M |
| 4 | PILLSBURY WINTHROP SHAW PITTMAN LLP PILLSBURY WINTHROP SHAW PITTMAN LLP RETIREMENT SAVINGS PLANS NO. 1 AND NO. 2 MASTER TRUST | SAN FRANCISCO CA | — | $1.3B | $76.6M |
| 5 | JONES DAY JONES DAY RETIREMENT PLAN | CLEVELAND OH | 916 | $1.6B | $62.5M |
| 6 | BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUST INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN | IRVINGTON NY | 348 | $742.0M | $50.8M |
| 7 | FOOD LION, LLC FOOD LION 401(K) PLAN | SALISBURY NC | 81,798 | $1.3B | $40.4M |
| 8 | HANNAFORD BROS. CO., LLC HANNAFORD BROS. CO. 401(K) PLAN | SCARBOROUGH ME | 28,962 | $1.1B | $35.6M |
| 9 | AHOLD DELHAIZE USA SERVICES LLC AHOLD DELHAIZE USA SERVICES 401(K) PLAN | SCARBOROUGH ME | 3,941 | $1.0B | $32.7M |
| 10 | THE GIANT COMPANY LLC THE GIANT COMPANY 401(K) PLAN | CARLISLE PA | 37,097 | $991.5M | $32.0M |
