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 X in their Schedule of Assets, totaling $1.6M 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 | CREA, LLC CREA, LLC RETIREMENT READINESS 401(K) PLAN | INDIANAPOLIS IN | 145 | $21.6M | $744K |
| 2 | DEAN TRANSPORTATION, INC. DEAN TRANSPORTATION, INC. 401(K) PLAN | LANSING MI | 1,531 | $11.9M | $483K |
| 3 | CAPITAL TIRE, INC. THE CAPITAL TIRE GROUP PROFIT SHARING AND 401(K) PLAN |
ROSSFORD OH |
| 180 |
| $9.2M |
| $336K |
