Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DODGE & COX BAL X in their Schedule of Assets, totaling $13.7M 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 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $11.8M |
| 2 | CYTOMX THERAPEUTICS INC. CYTOMX THERAPEUTICS INC. 401(K) PROFIT SHARING PLAN | SOUTH SAN FRANCISCO CA | 121 | $29.1M | $1.3M |
| 3 | WOOD-MIZER PRODUCTS, INC. |
INDIANAPOLIS IN |
| 435 |
| $29.0M |
| $545K |