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 N/R in their Schedule of Assets, totaling $2.9M 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 | CMD CORPORATION CMD CORPORATION'S EMPLOYEE SAVINGS AND RETIREMENT PLAN | APPLETON WI | 191 | $53.3M | $2.8M |
| 2 | AMERISERV FINANCIAL AMERISERV FINANCIAL 401K PROFIT SHARING | JOHNSTOWN PA | 350 | $42.7M | $137K |
