Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Dodge & Cox Balanced fund in their Schedule of Assets, totaling $368.6M 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 | BLOOMBERG L.P. BLOOMBERG L.P. 401(K) PLAN | NEW YORK NY | 14,853 | $5.7B | $132.7M |
| 2 | BOARD OF TRUSTEES OF MID-AMERICA CARP REG COUNCIL SUPPLEMENTAL RETIREM MID-AMERICA CARPENTERS REGIONAL COUNCIL SUPPLEMENTAL RETIREMENT PLAN | CHICAGO IL | 16,383 | $2.0B | $87.1M |
| 3 | BDO USA, P.C. BDO USA RETIREMENT PLAN |
CHICAGO IL |
| 9,138 |
| $1.9B |
| $43.6M |
| 4 | SOUTHWEST GAS CORPORATION INSURANCE WELFARE BENEFIT PLAN SOUTHWEST GAS CORPORATION | LAS VEGAS NV | 0 | $37.1M | $37.0M |
| 5 | IBEW LOCAL UNION 269 ANNUITY FUND IBEW LOCAL UNION 269 ANNUITY FUND | WEST TRENTON NJ | 989 | $298.1M | $7.8M |
| 6 | INVACARE CORPORATION INVACARE RETIREMENT SAVINGS PLAN | ELYRIA OH | 433 | $135.0M | $7.0M |
| 7 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN | BINGHAMTON NY | 302 | $84.2M | $5.5M |
| 8 | NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DB PENSION PLAN NATIONAL ELEVATOR INDUSTRY FUND OFFICE EMPLOYEES DEFINED BENEFIT PENSION PLAN | NEWTOWN SQUARE PA | 109 | $10.9M | $5.5M |
| 9 | SWEDISH MATCH NORTH AMERICA LLC SWEDISH MATCH NORTH AMERICA SALARIED PROFIT SHARING PLAN | RICHMOND VA | 168 | $129.9M | $4.8M |
| 10 | EVERUS CONSTRUCTION GROUP, INC. EVERUS 401(K) PLAN | BISMARCK ND | 1,603 | $194.5M | $4.5M |
