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DWS Funds

Matched across 34 name variants in the filings

DWS Funds summary

DWS Funds appears on 45 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $43.4B in assets for 297,567 participants. The median client plan holds $102M. Most client plans are sponsored in CA, IL and OH. The largest clients by plan assets are Pacific Gas and Electric Company, Ameren Corporation and Pension Committee Under Twin City Hospitals - Minnesota Nurses. Plans reported $6.0M in direct and indirect compensation paid to DWS Funds. The median is $36K per plan.

Participants
297,567
Median plan assets
$102M
Median plan participants
2,111
Median fees per plan
$36K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Pacific Gas and Electric CompanyCA$18.7B59,597
Ameren CorporationMO$4.8B19,176
Pension Committee Under Twin City Hospitals - Minnesota NursesMN$2.7B34,186
BD of Trustees Local 705 I.B. of T. Pension Trust FundIL$2.1B15,253
Oncor Electric Delivery Company LLCTX$1.9B14,728
Board of Trustees - Indiana Laborers Pension FundIN$1.8B28,807
Becton Dickinson and CompanyNJ$1.6B22,288
Mufg Bank, Ltd.NY$1.3B6,197
Zurich American Insurance CompanyIL$1.3B18,243
Growmark Inc., plan 334IL$1.2B7,757
Growmark Inc., plan 002IL$754M3,978
Board of Trustees 32BJ North Pension FundNY$589M15,517
Board of Trustees, Southern California Local 831 -CA$551M3,142
Board of Trustees of Administrative District Council 1 Pension FundIL$544M5,273
Parkview Health System, Inc.IN$536M3,330
Board of Trustees of California Teachers Assoc Employees RetirementCA$476M1,382
Board of Trustees, Pipe Trades District Council No 36CA$456M2,939
Board of Trustees of Smart Local Union No. 36 Pension FundMO$422M2,987
Board of Trustees, Brick Masons' Pension TrustCA$154M1,949
Hecla Mining CompanyID$136M1,824
Plumbers Local No. 8 Pension PlanMO$123M1,266
Plumbers & Steamfitters Local Union No. 102TN$105M961
Industrial Employers & Distributors AssociationCA$102M2,883
Board of Trustees Local 475 Pension PlanNY$95.5M1,438
Board of Trustees Plasterers Union Local No. 66 Supp. Retirement BenefCA$86.9M2,209

Top client states

  • CA9 plans
  • IL7 plans
  • OH5 plans
  • IN4 plans
  • NY4 plans

Frequently asked questions

Who uses DWS Funds?
45 retirement plans list DWS Funds as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Pacific Gas and Electric Company, Ameren Corporation, Pension Committee Under Twin City Hospitals - Minnesota Nurses, BD of Trustees Local 705 I.B. of T. Pension Trust Fund and Oncor Electric Delivery Company LLC. Most client plans are sponsored in CA, IL and OH.
How many plans does DWS Funds serve?
DWS Funds serves 45 retirement plans with $43.4B in plan assets and 297,567 participants, based on the latest Form 5500 filings through 2024.
What does DWS Funds charge?
Plans reported $6.0M in total Schedule C compensation paid to DWS Funds. The median plan paid $36K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served45+10 YoYRank #457 of mapped providers
Assets under administration$43.4B0.1%Rank #332 by share of filed assets
Fees received$6MMedian $36,350/planSum across Schedule C direct + indirect
Net wins YoY+39 won - 6 lostPlan-level switch detection

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