Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Balanced Fund Class I in their Schedule of Assets, totaling $505K 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 | PRINCIPLE BUSINESS ENTERPRISES, INC. PRINCIPLE BUSINESS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | DUNBRIDGE OH | 289 | $25.2M | $410K |
| 2 | H & N GROUP, INC. H & N GROUP, INC. 401(K) PLAN | VERNON CA | 55 | $31.6M | $95K |
