Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Dodge & Cox Balanced Mutual fund in their Schedule of Assets, totaling $57.9M 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 | EBAY INC. EBAY INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 7,067 | $2.0B | $42.4M |
| 2 | DEVRY UNIVERSITY, INC. DEVRY UNIVERSITY 401(K) SAVINGS PLAN | LISLE IL | 1,349 | $219.4M | $6.9M |
| 3 | ASSOCIATED ANESTHESIOLOGISTS, INC. ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING PLAN |
TULSA OK |
| 128 |
| $86.4M |
| $4.2M |
| 4 | COMMUNITYCARE, HMO, INC. COMMUNITYCARE 401(K) SAVINGS PLAN | TULSA OK | 476 | $61.4M | $1.8M |
| 5 | BLUE ROCK PRODUCTS CO. BLUE ROCK PRODUCTS COMPANY PROFIT SHARING PLAN | SIDNEY MT | 74 | $12.6M | $1.6M |
| 6 | RAE CORPORATION RAE CORPORATION 401(K) PLAN | PRYOR OK | 720 | $24.7M | $254K |
| 7 | QUALIS CORPORATION QUALIS 401(K) PLAN | HUNTSVILLE AL | 293 | $45.7M | $187K |
| 8 | FIRST OKLAHOMA BANK FIRST OKLAHOMA BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | JENKS OK | 112 | $17.8M | $179K |
| 9 | DEVRY UNIVERSITY DEVRY UNIVERSITY 401(K) SAVINGS PLAN FOR VISITING PROFESSORS | LISLE IL | 1,382 | $3.7M | $115K |
| 10 | MISSION ROAD MINISTRIES MISSION ROAD MINISTRIES 401(K) PLAN | SAN ANTONIO TX | 220 | $5.3M | $59K |
