Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Dodge & Cox Balanced Fund Mutual fund in their Schedule of Assets, totaling $306.6M 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 | LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES CA | 4,864 | $3.1B | $153.8M |
| 2 | JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND ALASKA ELECTRICAL RETIREMENT SAVINGS PLAN | ANCHORAGE AK | 2,514 | $246.4M | $19.3M |
| 3 | WEST BEND INSURANCE COMPANY |
WEST BEND WI |
| 1,662 |
| $463.0M |
| $18.5M |
| 4 | NG OPERATIONS, LLC NATIONAL GYPSUM 401(K) AND RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 2,825 | $466.6M | $17.2M |
| 5 | BOARD OF TRUSTEES-OREGON LABORERS- EMPLOYERS PENSION TRUST FUND OREGON LABORERS-EMPLOYERS DEFINED CONTRIBUTION AND 401(K) PLAN | PORTLAND OR | 4,003 | $21.0M | $15.9M |
| 6 | MGIC INVESTMENT CORPORATION MGIC PROFIT SHARING AND SAVINGS PLAN | MILWAUKEE WI | 570 | $344.7M | $15.7M |
| 7 | ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND | LOUISVILLE KY | 4,037 | $548.7M | $10.2M |
| 8 | PAPE-DAWSON CONSULTING ENGINEERS, LLC PAPE-DAWSON CONSULTING ENGINEERS, LLC. EMPLOYEE 401K PLAN | SAN ANTONIO TX | 1,725 | $188.0M | $9.4M |
| 9 | NOBLE RESEARCH INSTITUTE, LLC NOBLE RESEARCH INSTITUTE, LLC 401(K) PLAN | ARDMORE OK | 186 | $77.3M | $7.3M |
| 10 | NORTHEAST GEORGIA HEALTH SYSTEM, INC. NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE GA | 11,682 | $847.5M | $6.9M |
