Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Balanced Fund; Class I in their Schedule of Assets, totaling $17.0M 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 | NOMURA SECURITIES INTERNATIONAL, INC. NOMURA SECURITIES INTERNATIONAL, INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 2,190 | $1.2B | $7.8M |
| 2 | CELLNETIX LABS, LLC CELLNETIX 401(K) PROFIT SHARING PLAN | TUKWILA WA | 405 | $120.0M | $2.8M |
| 3 | OPTIV SECURITY INC. |
DENVER CO |
| 1,790 |
| $263.2M |
| $2.6M |
| 4 | ACS TECHNOLOGIES GROUP, INC. ACS TECHNOLOGIES GROUP, INC. 401(K) PLAN | FLORENCE SC | 366 | $61.3M | $2.2M |
| 5 | FOX VALLEY SURGICAL ASSOCIATES, LTD FOX VALLEY SURGICAL ASSOCIATES LTD 401K PLAN | APPLETON WI | 104 | $25.5M | $1.6M |
