Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s Dodge & Cox Balanced Fund in their Schedule of Assets, totaling $2.2M 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 | CRYSTAL ENTERPRISES, INC. CRYSTAL ENTERPRISES, INC. 401(K) SAVINGS PLAN | THOMPSONVILLE MI | 260 | $9.3M | $1.7M |
| 2 | C.L. RIECKHOFF COMPANY, INC. C.L. RIECKHOFF COMPANY, INC. 401(K) PROFIT SHARING PLAN | TAYLOR MI | 126 | $16.6M | $509K |
