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 in their Schedule of Assets, totaling $19.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN CAST IRON PIPE COMPANY AMERICAN CAST IRON PIPE COMPANY MASTER TRUST | BIRMINGHAM AL | — | $569.6M | $18.9M |
| 2 | PETERS AUTO SALES, INC. PETER'S AUTO SALES PROFIT SHARING PLAN & TRUST | NASHUA NH | 117 | $11.5M | $395K |
