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 Registered investment company in their Schedule of Assets, totaling $26.7M 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 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN A | PHILADELPHIA PA | 1,527 | $750.8M | $26.1M |
| 2 | COZEN OCONNOR COZEN OCONNOR PROFIT SHARING PLAN B | PHILADELPHIA PA | 714 | $39.6M | $311K |
| 3 | COZEN OCONNOR COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST |
PHILADELPHIA PA |
| 335 |
| $28.0M |
| $253K |
