Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dodge & Cox Balanced Fd in their Schedule of Assets, totaling $4.7M 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 | BOARD OF TRUSTEES, MFOW MONEY PURCHASE PENSION PLAN MFOW MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 319 | $41.7M | $2.9M |
| 2 | CULINARY WORKERS LOCAL 226 CULINARY WORKERS LOCAL 226 RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 131 | $9.8M | $1.0M |
| 3 | OREGON STATE UNIVERSITY FOUNDATION |
CORVALLIS OR |
| 157 |
| $49.4M |
| $795K |
| 4 | NORTON SOUND HEALTH CORPORATION NORTON SOUND HEALTH CORPORATION EMPLOYEE TAX-DEFERRED 403(B) PLAN | NOME AK | 809 | $30.3M | $32K |
