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Dodge & Cox

Matched across 36 name variants in the filings

Dodge & Cox summary

Dodge & Cox appears on 187 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $481.4B in assets for 3,906,512 participants. The median client plan holds $137M. Most client plans are sponsored in CA, NY and PA. The largest clients by plan assets are International Business Machines Corporation, CVS Health Corporation and Board of Trustees of the CPF of the IUOE and Participating Employers. Plans reported $42.1M in direct and indirect compensation paid to Dodge & Cox. The median is $11K per plan.

Participants
3,906,512
Median plan assets
$137M
Median plan participants
1,829
Median fees per plan
$11K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
International Business Machines Corporation, plan 005NY$64.5B144,897
CVS Health CorporationRI$34.8B379,925
Board of Trustees of the CPF of the IUOE and Participating EmployersDC$27.4B233,478
Bank of America CorporationRI$19.9B154,763
Board of Trustees of 1199SEIU Health Care Employees Pension FundNY$19.0B301,189
International Business Machines Corporation, plan 001NY$18.9B146,564
Pacific Gas and Electric CompanyCA$18.7B59,597
L3HARRIS Technologies, Inc.FL$18.0B73,044
Board of Trustees of the I.A.M. National Pension FundDC$16.0B307,518
Board of Trustees of the Western States Carpenters Pension TrustCA$14.5B178,331
National Elevator Industry Pension Plan Plan Board of TrusteesPA$12.2B54,107
Trustees of Ilwu-Pma Pension PlanCA$10.8B25,317
Citigroup Inc.CT$10.0B114,287
Glaxosmithkline LLCPA$10.0B21,352
Shell USA, Inc.TX$9.9B31,221
3M CompanyMN$8.7B24,319
Wells Fargo & CompanyMN$8.5B157,353
Cox Enterprises, Inc.GA$7.6B50,511
Southern California Edison CompanyCA$7.1B16,437
Sutter HealthCA$6.7B69,518
Pepsico, Inc.NY$6.6B47,771
Nextera Energy, Inc.FL$5.8B29,411
The Bank of New York MellonPA$5.5B52,836
Bot of the North Atlantic States Carpenters Pension FundMA$5.4B45,320
Aetna Inc.CT$5.3B48,232

Top client states

  • CA28 plans
  • NY15 plans
  • PA14 plans
  • IA13 plans
  • MD10 plans

Frequently asked questions

Who uses Dodge & Cox?
187 retirement plans list Dodge & Cox as a service provider on Schedule C of Form 5500. The largest clients by plan assets include International Business Machines Corporation, CVS Health Corporation, Board of Trustees of the CPF of the IUOE and Participating Employers, Bank of America Corporation and Board of Trustees of 1199SEIU Health Care Employees Pension Fund. Most client plans are sponsored in CA, NY and PA.
How many plans does Dodge & Cox serve?
Dodge & Cox serves 187 retirement plans with $481.4B in plan assets and 3,906,512 participants, based on the latest Form 5500 filings through 2024.
What does Dodge & Cox charge?
Plans reported $42.1M in total Schedule C compensation paid to Dodge & Cox. The median plan paid $11K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served187+34 YoYRank #131 of mapped providers
Assets under administration$481.4B0.5%Rank #30 by share of filed assets
Fees received$42MMedian $11,326/planSum across Schedule C direct + indirect
Net wins YoY+924 won - 15 lostPlan-level switch detection

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