Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge and Cox Balanced Fund Mutual fund in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLASKOLITE, LLC. PLASKOLITE, LLC. & SUBSIDIARIES AMENDED AND RESTATED PROFIT SHARING PLAN | COLUMBUS OH | 1,119 | $155.2M | $6.4M |
| 2 | GUY & O'NEILL, INC. SHARE IN OUR GROWTH 401(K) PLAN | FREDONIA WI | 284 | $8.4M | $103K |
