Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dodge & Cox Funds Dodge & Cox Balanced Fund XI in their Schedule of Assets, totaling $20.8M 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 | CARDIOVASCULAR PROVIDER RESOURCES CARDIOVASCULAR PROVIDER RESOURCES 401(K) SAVINGS PLAN | DALLAS TX | 328 | $96.7M | $11.0M |
| 2 | CARDIOVASCULAR PROVIDER RESOURCES CARDIOVASCULAR PROVIDER RESOURCES 401(K) SAVINGS PLAN | DALLAS TX | 297 | $82.7M | $9.7M |
