Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Balanced X Mutual Fund in their Schedule of Assets, totaling $4.5M 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 | BERGSTROM INC BERGSTROM INC PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | ROCKFORD IL | 437 | $63.7M | $3.9M |
| 2 | PIPELINE INDUSTRY 401(K) FUND PIPELINE INDUSTRY ANNUITY 401(K) TRUST | TULSA OK | 2,034 | $340.4M | $625K |
| 3 | CARE N CARE INSURANCE COMPANY OF NORTH CAROLINA, INC. |
GREENSBORO NC |
| 135 |
| $5.8M |
| $2K |
