Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Balanced Fund; Class X in their Schedule of Assets, totaling $12.7M 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 | FLINT GROUP PACKAGING INKS NORTH AMERICA HOLDINGS LLC FLINT GROUP RETIREMENT SAVINGS PLAN | LIVONIA MI | 1,063 | $281.7M | $11.7M |
| 2 | POLYFAB LLC POLYFAB LLC EMPLOYEES PROFIT SHARING PLAN | SHEBOYGAN WI | 111 | $8.3M | $1.0M |
