DELAWARE INVESTMENTS

Delaware Investments at a glance

Delaware Investments appears on 60 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $72.6B in assets for 1,089,717 participants. The median client plan holds $221M. Most client plans are sponsored in PA, NJ and MT. The largest clients by plan assets are Citigroup Inc., BD of Trustees Sheet Metal Workers' National Pension Fund and Wells Fargo & Company. Plans reported $8.9M in direct and indirect compensation paid to Delaware Investments, a median of $28K per plan.

Participants

1,089,717

Median plan assets

$221M

Median plan participants

1,288

Median fees per plan

$28K

Schedule C direct + indirect

Frequently asked questions

Who uses Delaware Investments?

60 retirement plans list Delaware Investments as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Citigroup Inc., BD of Trustees Sheet Metal Workers' National Pension Fund, Wells Fargo & Company, B/O/T United Association National Pension Fund and Joint Board of Trustees, Bakery & Confectionery Union & Industry. Most client plans are sponsored in PA, NJ and MT.

How many plans does Delaware Investments serve?

Delaware Investments serves 60 retirement plans with $72.6B in plan assets and 1,089,717 participants, based on the latest Form 5500 filings through 2024.

What does Delaware Investments charge?

Plans reported $8.9M in total Schedule C compensation paid to Delaware Investments. The median plan paid $28K. Fees vary with plan size and the services each plan buys.