Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Balanced # in their Schedule of Assets, totaling $2.1M 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 | AMERICAN LEGION NATIONAL HEADQUARTERS THE AMERICAN LEGION EMPLOYEES SALARY SAVINGS PLAN | INDIANAPOLIS GA | 213 | $20.9M | $1.3M |
| 2 | OTTERBEIN HOMES OTTERBEIN HOMES 401(K) PLAN | LEBANON OH | 2,076 | $28.9M | $692K |
| 3 | HC SERVICES LLC HC SERVICES LLC 401(K) PLAN |
HOUSTON TX |
| 118 |
| $17.5M |
| $58K |
