Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dodge & Cox Balanced Fund Mutual fund n/a in their Schedule of Assets, totaling $50.3M 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 | THOMPSON HINE LLP THOMPSON HINE LLP RETIREMENT PLAN | CLEVELAND OH | 767 | $460.1M | $24.4M |
| 2 | XANTERRA PARKS & RESORTS, INC. XANTERRA PARKS & RESORTS, INC. EMPLOYEE SAVINGS PLAN | GREENWOOD VILLAGE CO | 2,504 | $114.6M | $15.5M |
| 3 | CLEVELAND GUARDIANS BASEBALL COMPANY, LLC |
CLEVELAND OH |
| 3,100 |
| $60.9M |
| $4.4M |
| 4 | COUNTRY CLUB BANK CCB 401(K) RETIREMENT PLAN | KANSAS CITY MO | 424 | $76.2M | $3.1M |
| 5 | BEDFORD INDUSTRIES, INC. BEDFORD INDUSTRIES, INC. SALARY SAVINGS PLAN | WORTHINGTON MN | 364 | $71.3M | $2.7M |
| 6 | ASHBY LUMBER COMPANY ASHBY LUMBER COMPANY 401(K) PROFIT SHARING PLAN | BERKELEY CA | 151 | $17.0M | $157K |
