Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dodge & Cox Dodge & Cox Balanced I in their Schedule of Assets, totaling $3.5M 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 | KNAUF INSULATION, INC. KNAUF INSULATION RETIREMENT PLAN | SHELBYVILLE IN | 1,398 | $179.9M | $2.4M |
| 2 | KNAUF INSULATION, INC. KNAUF 401(K) PLAN FOR UNION EMPLOYEES | SHELBYVILLE IN | 511 | $50.6M | $940K |
| 3 | LEGACY COMMUNITY HEALTH SERVICES, INC. LEGACY COMMUNITY HEALTH SERVICES, INC. 403(B) PLAN |
HOUSTON TX |
| 1,818 |
| $74.0M |
| $92K |
| 4 | RSM HOLDINGS, LLC RSM 401(K) PLAN | PARAMUS NJ | 289 | $7.4M | $7K |
| 5 | HIAS PENNSYLVANIA HIAS PENNSYLVANIA 403(B) PLAN | PHILADELPHIA PA | 108 | $4.0M | $3K |
