Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Balanced I N/R in their Schedule of Assets, totaling $805K 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 | SWANSON INDUSTRIES, INC. SWANSON INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | MORGANTOWN WV | 239 | $25.3M | $805K |
