Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dodge and Cox Balanced Fund Mutual Fund N/A in their Schedule of Assets, totaling $1.2M 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 | ABILITY BUILDING CENTER, INC. ABILITY BUILDING CENTER 403(B) RETIREMENT SAVINGS PLAN | ROCHESTER MN | 241 | $5.7M | $1.2M |
