Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DODGE & COX BALANCED FUND X Registered Investment Company in their Schedule of Assets, totaling $71.4M 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 | DODGE & COX DODGE & COX PROFIT SHARING PLAN | SAN FRANCISCO CA | 360 | $355.8M | $43.9M |
| 2 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR STAFF AND PARTNERS | NEW YORK NY | 891 | $394.1M | $19.5M |
| 3 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR ASSOCIATES |
NEW YORK NY |
| 540 |
| $176.8M |
| $8.0M |
