Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dodge & Cox Balanced Fund Registered investment company in their Schedule of Assets, totaling $385.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAYER CORPORATION BAYER CORPORATION SAVINGS AND RETIREMENT PLAN | ST LOUIS MO | 17,218 | $10.8B | $311.1M |
| 2 | DUANE MORRIS LLP DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN | PHILADELPHIA PA | 1,277 | $411.9M | $37.8M |
| 3 | DUANE MORRIS LLP DUANE MORRIS RETIREMENT PLAN |
PHILADELPHIA PA |
| 455 |
| $338.0M |
| $19.4M |
| 4 | DUANE MORRIS LLP DUANE MORRIS ASSOCIATES' 401(K) PLAN | PHILADELPHIA PA | 468 | $82.4M | $5.1M |
| 5 | INTAT PRECISION, INC INTAT PRECISION, INC. RETIREMENT SAVINGS PLAN | RUSHVILLE IN | 353 | $33.7M | $4.5M |
| 6 | HAVERTY FURNITURE COMPANIES, INC. HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN | ATLANTA GA | 2,115 | $194.1M | $3.6M |
| 7 | DZ BANK AG, NEW YORK BRANCH DZ BANK AG, NEW YORK BRANCH 401K SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 69 | $71.4M | $2.9M |
| 8 | ZENAR CORPORATION ZENAR CORPORATION PROFIT SHARING PLAN AND TRUST | OAK CREEK WI | 137 | $16.1M | $876K |
| 9 | MCMENAMINS, INC. MCMENAMINS PUBS & BREWERIES 401(K) PLAN | PORTLAND OR | 1,868 | $40.6M | $4K |
