Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Balanced X in their Schedule of Assets, totaling $18.3M 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 | BOARD OF TRUSTEES, CENTRAL CALIFORNIA IBEW-NECA CENTRAL CALIFORNIA IBEW-NECA PROFIT SHARING PLAN | SAN JOSE CA | 477 | $75.7M | $14.9M |
| 2 | STAR CUTTER CO. STAR CUTTER COMPANY & SUBSIDIARIES 401(K) PLAN | FARMINGTON HILLS MI | 404 | $37.2M | $1.6M |
| 3 | CATALYST CORPORATE FEDERAL CREDIT UNION |
PLANO TX |
| 210 |
| $78.9M |
| $1.2M |
| 4 | HALL & EVANS, LLC HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN | DENVER CO | 223 | $45.3M | $669K |
| 5 | AR FRANCHISING, INC AR FRANCHISING, INC. 401(K) PLAN | ST. PETERSBURG FL | 66 | $4.9M | $8K |
