Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Balanced Fund in their Schedule of Assets, totaling $335.0M 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 | ADVANCED MICRO DEVICES, INC. ADVANCED MICRO DEVICES, INC. RETIREMENT SAVINGS PLAN | AUSTIN TX | 10,320 | $3.0B | $274.6M |
| 2 | UB GREENSFELDER LLP UB GREENSFELDER LLP RETIREMENT/401(K) PLAN | CLEVELAND OH | 292 | $191.4M | $14.5M |
| 3 | BEMIS MANUFACTURING COMPANY BEMIS EMPLOYEES' SAVINGS PLAN |
SHEBOYGAN FALLS WI |
| 385 |
| $107.6M |
| $10.7M |
| 4 | HAYNES INTERNATIONAL, INC. HAYNES INTERNATIONAL, INC. COMBINED PROFIT SHARING AND SAVINGS PLAN | KOKOMO IN | 1,164 | $123.3M | $8.1M |
| 5 | MILLER NASH LLP MILLER NASH LLP 401(K) PLAN | PORTLAND OR | 273 | $162.1M | $7.5M |
| 6 | CHICAGO ZOOLOGICAL SOCIETY CHICAGO ZOOLOGICAL SOCIETY RETIREMENT SAVINGS PLAN | BROOKFIELD IL | 575 | $84.3M | $7.1M |
| 7 | BEMIS MANUFACTURING COMPANY BEMIS MANUFACTURING COMPANY EXTRA RETIREMENT SAVINGS AND TRUST | SHEBOYGAN FALLS WI | 847 | $53.3M | $6.0M |
| 8 | COMPSYCH MANAGEMENT CORPORATION COMPSYCH MANAGEMENT CORPORATION RETIREMENT PLAN | CHICAGO IL | 1,414 | $53.6M | $2.7M |
| 9 | KENTUCKIANA COMFORT CENTER, INC. KENTUCKIANA COMFORT CENTER 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 747 | $29.0M | $1.2M |
| 10 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $832K |
