Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Balanced Mutual Fund N/A in their Schedule of Assets, totaling $703K 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 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN | TULSA OK | 289 | $70.4M | $501K |
| 2 | IDEAL HOMES OF NORMAN, L.P. IH GROUP 401(K) PLAN | NORMAN OK | 247 | $19.5M | $202K |
