Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dodge & Cox Balanced I in their Schedule of Assets, totaling $7.0M 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 | CANTEY HANGER LLP CANTEY HANGER 401(K) PLAN | FORT WORTH TX | 87 | $27.0M | $4.8M |
| 2 | WHITETAIL DISPOSAL, INC WHITETAIL DISPOSAL, INC 401(K) PLAN | PERKIOMENVILLE PA | 304 | $1.8M | $1.0M |
| 3 | CARE HOSPICE, INC. CARE HOSPICE, INC. 401(K) PLAN |
| 2,845 |
| $52.2M |
| $712K |
| 4 | JIM LUPIENT COMPANY JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN | GOLDEN VALLEY MN | 230 | $14.2M | $350K |
| 5 | MINT JULEP RESTAURANT MANAGEMENT MINT JULEP RESTAURANT MANAGEMENT GROUP 401(K) PLAN | LEXINGTON KY | 426 | $1.8M | $58K |
| 6 | ROBERSON MOTORS, INC. ROBERSON MOTORS, INC. 401(K) PROFIT SHARING PLAN | SALEM OR | 107 | $7.4M | $24K |
| 7 | SURGERY CENTER, JV SURGERY CENTER, JV 401(K) RETIREMENT PLAN | HUNTSVILLE AL | 228 | $6.4M | $12K |
| 8 | RONILE, INC. RONILE, INC. AND SUBSIDIARIES SAVINGS AND RETIREMENT PLAN | ROCKY MOUNT VA | 61 | $8.3M | $9K |
