Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dodge & Cox Funds Balanced Fund in their Schedule of Assets, totaling $41.1M 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 | RICH PRODUCTS CORPORATION RICH'S 401(K) PLAN | BUFFALO NY | 7,645 | $769.3M | $33.5M |
| 2 | RICH PRODUCTS CORPORATION RICH'S 401(K) HOURLY PLAN | BUFFALO NY | 774 | $38.8M | $5.2M |
| 3 | YKK CORPORATION OF AMERICA YKK BENEFIT PLAN | ATLANTA |
| 844 |
| $2.5M |
| $2.4M |
