Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dodge & Cox Funds Dodge & Cox Balanced Fund in their Schedule of Assets, totaling $159.6M 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 | MCDERMOTT WILL & EMERY LLP MW&E SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 1,979 | $1.4B | $63.4M |
| 2 | DOLLAR GENERAL CORPORATION DOLLAR GENERAL CORP 401(K) SAVINGS AND RETIREMENT PLAN | GOODLETTSVILLE TN | 194,837 | $824.5M | $52.4M |
| 3 | B. C. ZIEGLER AND COMPANY ZIEGLER 401(K) RETIREMENT PLAN |
CHICAGO IL |
| 179 |
| $107.6M |
| $17.2M |
| 4 | GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP GUNDERSON DETTMER STOUGH VILLENEUVE FRANKLIN & HACHIGIAN, LLP PROFIT SHARING PLAN | REDWOOD CITY CA | 637 | $264.3M | $13.4M |
| 5 | NATIONAL ASSOCIATION OF REALTORS NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN | CHICAGO IL | 521 | $139.6M | $7.5M |
| 6 | NATIONAL ASSOCIATION OF REALTORS NATIONAL ASSOCIATION OF REALTORS PENSION PLAN | CHICAGO IL | 318 | $85.8M | $5.0M |
| 7 | SAVAGE COMPANIES SAVAGE COMPANIES RETIREMENT & EMPLOYEE SAVINGS PLAN | MIDVALE UT | 3,575 | $345.8M | $610K |
