Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge and Cox Balanced Fund - in their Schedule of Assets, totaling $17.4M 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 | ADTALEM GLOBAL EDUCATION, INC. ADTALEM GLOBAL EDUCATION RETIREMENT PLAN | CHICAGO IL | 4,555 | $609.7M | $15.9M |
| 2 | ELM STREET DEVELOPMENT, INC. ELM STREET DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 227 | $50.3M | $780K |
| 3 | ADTALEM GLOBAL EDUCATION, INC. |
CHICAGO IL |
| 4,227 |
| $24.9M |
| $457K |
| 4 | JOHNSTOWN WIRE TECHNOLOGIES INC. DBA LIBERTY WIRE JOHNSTOWN JOHNSTOWN WIRE TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | JOHNSTOWN PA | 250 | $42.9M | $213K |
| 5 | OPPORTUNITIES INC OF JEFFERSON CO UNTY 403 B THRIFT PLAN OF OPPORTUNITIES INC OF JEFFERSON COUNTY | FORT ATKINSON WI | 308 | $10.6M | $11K |
