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 I Mutual Fund ^ in their Schedule of Assets, totaling $316K 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 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $240K |
| 2 | BALT USA, LLC BALT USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | IRVINE CA | 327 | $15.5M | $76K |
