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 Dodge 0 in their Schedule of Assets, totaling $1.0M 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 | BROTHERS, INC. BROTHERS, INC. 401(K) PLAN | BROOMALL PA | 123 | $13.9M | $763K |
| 2 | AMERICAN CONSUMER CREDIT COUNSELING AMERICAN CONSUMER CREDIT COUNSELING 401K PSP | AUBURNDALE MA | 140 | $7.7M | $152K |
| 3 | TRANSWOOD, INC. TRANSWOOD EMPLOYEES' RETIREMENT PLAN |
OMAHA NE |
| 812 |
| $35.2M |
| $89K |
