Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dodge & Cox Balanced Registered Investment Company (y) in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HY-TEK MATERIAL HANDLING, LLC HY-TEK MATERIAL HANDLING, LLC 401(K) PLAN | COLUMBUS OH | 565 | $48.1M | $5.9M |
