Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Balanced Fund I - in their Schedule of Assets, totaling $8.5M 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 | UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN | PLYMOUTH MEETING PA | 4,457 | $99.5M | $6.9M |
| 2 | DAHLIN GROUP, INC. DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN | PLEASANTON CA | 180 | $47.2M | $1.2M |
| 3 | MID-ATLANTIC DOOR GROUP, INC. MID-ATLANTIC DOOR GROUP, INC. 401K PLAN | BELTSVILLE MD | 221 | $12.3M | $324K |
