Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DODGE & COX BAL I Registered Investment Company - in their Schedule of Assets, totaling $25.5M 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 | MOTREX LLC WELLPOWER 401(K) SAVINGS AND RETIREMENT PLAN AND THE WELLPOWER HOURLY 401(K) PLAN MASTER TRUST | ALPHARETTA GA | — | $215.0M | $24.7M |
| 2 | SOUNDTHINKING, INC. SOUNDTHINKING, INC. 401(K) PLAN | FREMONT CA | 323 | $18.2M | $868K |
