Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dodge & Cox Balanced - in their Schedule of Assets, totaling $191.7M 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 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN | MIDDLETON WI | 1,782 | $1.4B | $80.0M |
| 2 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $38.7M |
| 3 | MAYO CLINIC MAYO 403(B) PLAN |
ROCHESTER MN |
| 87,000 |
| $12.8B |
| $28.4M |
| 4 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN | MIDDLETON WI | 3,273 | $767.7M | $25.0M |
| 5 | GN HEARING CARE CORPORATION GN RETIREMENT SAVINGS PLAN | BLOOMINGTON MN | 1,181 | $199.9M | $11.9M |
| 6 | ZERO ZONE, INC. ZERO ZONE, INC. 401(K) SAVINGS PLAN | NORTH PRAIRIE WI | 547 | $59.4M | $3.1M |
| 7 | MAYO CLINIC HEALTH SYSTEM - MANKATO MAYO CLINIC HEALTH SYSTEM 401(A) PLAN | MANKATO MN | 2,336 | $256.1M | $2.8M |
| 8 | FAMILY HEALTHSERVICES MINNESOTA, P.A. ENTIRA FAMILY CLINICS 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 273 | $71.8M | $1.3M |
| 9 | NORTON SOUND HEALTH CORPORATION NORTON SOUND HEALTH CORPORATION MONEY PURCHASE PENSION PLAN & TRUST | NOME AK | 565 | $45.5M | $327K |
| 10 | DIAMOND BASEBALL HOLDINGS, LLC DBH 401(K) PLAN | NEW YORK NY | 896 | $15.4M | $35K |
