Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dodge Cox Balanced Fund X in their Schedule of Assets, totaling $83.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHEPPARD, MULLIN, RICHTER & HAMPTON LLP SHEPPARD, MULLIN, RICHTER & HAMPTON LLP RETIREMENT AND SAVINGS PLAN | LOS ANGELES CA | 1,816 | $911.6M | $70.5M |
| 2 | BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION SUPPLEMENT TR PIPE TRADES SERVICES MN PENSION SUPPLEMENT FUND | WHITE BEAR LAKE MN | 5,912 | $1.8B | $6.4M |
| 3 |
LONG ISLAND CITY NY |
| 694 |
| $158.7M |
| $2.0M |
| 4 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP PROFIT SHARING PLAN | NEW YORK NY | 650 | $99.8M | $2.0M |
| 5 | THE CAMPBELL CLINIC, P.C. THE CAMPBELL CLINIC, P.C. EMPLOYEES' RETIREMENT PLAN AND TRUST | GERMANTOWN TN | 928 | $148.2M | $1.3M |
| 6 | INTL ASSOC OF HEAT AND FROST INS. & ASB. WKRS 75 ASBESTOS WORKERS LOCAL 75 INDIANA RETIREMENT FUND | SOUTH BEND IN | 382 | $12.6M | $982K |
| 7 | THE CONWAY NATIONAL BANK THE CONWAY NATIONAL BANK PROFIT-SHARING AND SAVINGS PLAN | CONWAY SC | 227 | $53.4M | $471K |
| 8 | ROMAIN BUICK, INC. UNITED COMPANIES 401(K) PLAN | EVANSVILLE IN | 197 | $14.8M | $11K |
