Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Balanced X Dodge & Cox 0 in their Schedule of Assets, totaling $4.9M 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 | STANDARD HEATING & AIR CONDITIONING, INC. STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 117 | $21.4M | $4.0M |
| 2 | BALANCED BODY INC. BALANCED BODY 401(K) PLAN | SACRAMENTO CA | 321 | $18.0M | $928K |
