Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dodge & Cox Balanced Fund I Dodge & Cox 0 in their Schedule of Assets, totaling $12.8M 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 | RUDD EQUIPMENT COMPANY, INC. RUDD EQUIPMENT CO INC RESTATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | LOUISVILLE KY | 267 | $62.3M | $9.2M |
| 2 | AMER. BOARD OF FAMILY MEDICINE, INC. AMERICAN BOARD OF FAMILY MEDICINE, INC. SAVINGS & PROFIT SHARING PLAN | LEXINGTON KY | 114 | $18.4M | $1.5M |
| 3 | EWING-FOLEY, INC. |
CUPERTINO CA |
| 127 |
| $17.4M |
| $1.2M |
| 4 | LOUISVILLE TILE DISTRIBUTORS INC LOUISVILLE TILE DISTRIBUTORS, INC. RETIREMENT PLAN | LOUISVILLE KY | 220 | $12.2M | $634K |
| 5 | BELLETETES, INC BELLETETE'S, INC. 401(K) PROFIT SHARING PLAN | JAFFREY NH | 273 | $36.4M | $126K |
| 6 | COLUMBUS MEDICAL SERVICES, LLC COLUMBUS ORGANIZATION 401(K) PLAN | BLUE BELL PA | 668 | $16.5M | $102K |
| 7 | LISBON VALLEY MINING COMPANY LISBON VALLEY MINING COMPANY 401(K) PLAN | MOAB UT | 70 | $3.9M | $23K |
| 8 | TRAFFIX USA INC. TRAFFIX USA 401(K) PLAN | — | 230 | $7.3M | $5K |
| 9 | OASIS CORPORATION OASIS PEDIATRIC THERAPY 401(K) | GREELEY CO | 112 | $388K | $4K |
| 10 | PAVEMENT RESTORATIONS INC. PAVEMENT RESTORATIONS INC. 401(K) PLAN | MILAN TN | 129 | $383K | $3K |
