DODGE & COX
35 known aliases resolved via the canonical alias map
Market position · 2024
Plans served161+8 YoYRank #138 of mapped providers
Assets under administration$440.2B0.5%Market share · rank #33
Fees received$41MMedian $60,058/planSum across Schedule C direct + indirect
Net wins YoY+924 won · 15 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical DODGE & COX plan look like?
Service mix · median fees per plan
Count of plans where DODGE & COX ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 133 | $63,599 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 7 | $619,278 | |
Other investment fees and expenses; Investment management fees paid indirectly by plan; Distribution (12b-1) feesCode 52 | 7 | $0 | |
Trustee (bank, trust company, or similar financial institution); Participant loan processing; Float revenue; Investment management fees paid indirectly by plan; Redemption fees; Participant communication; Trustee (directed); Other services; Distribution (12b-1) fees; Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Direct payment from the plan; Shareholder servicing fees; Recordkeeping feesCode 15 | 6 | $0 | |
Investment management; Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 4 | $5,217 | |
Sub-transfer agency feesCode 60 | 2 | $0 | |
Custodial (securities)Code 19 | 1 | $56,888 | |
Soft dollars commissions; Direct payment from the plan; Trustee (directed); Investment management fees paid directly by planCode 25 | 1 | $294,603 |
Competitor overlap
Percent of DODGE & COX's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under DODGE & COX.
| Sponsor | From | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | PRICEWATERHOUSECOOPERS LLP | $60.4B |
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | TURNER, STOEVE & GAGLIARDI, P.S. | $11.3B |
WESTROCK COMPANYGA · 473335141-027 | MONDRIAN INVESTMENT GROUP | $4.4B |
HIGHMARK HEALTHPA · 453674900-333 | ROCATON INVESTMENT ADVISORS, LLC | $3.1B |
UNITED BROTHERHOOD OF CARPENTERS PENSION FUNDNV · 526075035-002 | THE SEGAL COMPANY | $1.1B |
NORTHERN INDIANA PUBLIC SERVICE COMPANYIN · 350552990-001 | BLACKROCK | $1.0B |
ADVOCATE AURORA HEALTH, INC.IL · 824184596-003 | MITCHELL & TITUS, LLP | $966M |
RESOLUTE FP US INC. · 620721803-004 | (new plan) | $641M |
ASCENSUS, LLC.PA · 113665754-001 | ASCENSUS LLC | $622M |
BOARD OF TRUSTEES OF THE GUILD-TIMES ADJUSTABLE PENSION FUNDNY · 461715205-001 | CONSULTING ACTUARIAL GROUP, INC. | $114M |
Plans lost in 2024
Appeared last year under DODGE & COX; not this year.
| Sponsor | To | Assets |
|---|---|---|
BAE SYSTEMS, INC.VA · 223537950-003 | AON CONSULTING | $9.4B |
AON CORPORATIONGA · 363051915-020 | THE VANGUARD GROUP, INC. | $6.2B |
ESTEE LAUDER, INC.NY · 131871348-002 | ALIGHT SOLUTIONS LLC | $2.7B |
UFCW PHARMACISTS, CLERKS, AND DRUG EMPLOYER'S PENSION TRUSTCA · 942518312-001 | UFCW GROUP ADMINISTRATION LLC | $179M |
SOO LINE RAILROAD COMPANYMN · 416009079-001 | WILLIS TOWERS WATSON US LLC | $127M |
PENSION & INSURANCE COMMITTEE, SOUTHERN CALIFORNIA ROCK PRODUCTSCA · 510190581-002 | PACIFIC SOUTHWEST ADMINISTRATORS | $29M |
PEOPLES SECURITY BANK & TRUST COMPANYPA · 240603570-001 | PEOPLES SECURITY BANK & TRUST COMPA | $18M |
HIGH COUNTRY BEVERAGE CORPORATIONCO · 841341843-001 | LPL FINANCIAL | $17M |
COLUMBIA REDUCTION COMPANYPA · 231380289-001 | CONRAD SIEGEL | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $778,449 | 1y | - |
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $1M | 5y | 1 |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $1M | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $1M | 10y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $619,278 | 10y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $2M | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 4y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $410,709 | 10y | - |
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | $14.7B | 92,130 | $1M | 3y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $372,619 | 10y | 1 |
Flag exposure
90.1%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (35)
Raw Schedule C names collapsed into DODGE & COX.
- DODGE & COV
- DODGE & COX
- DODGE & COX BALANCED FUND
- DODGE & COX C/O BOSTON FINANCIAL
- DODGE & COX CO BOSTON FINANCIAL
- DODGE & COX CO. BOSTON FINANCIAL
- DODGE & COX FUNDS
- DODGE & COX FUNDS-DODWX
- DODGE & COX FUNDS-DODWX 26-2099183
- DODGE & COX INC
- DODGE & COX INC.
- DODGE & COX INCOME FUND
- DODGE & COX INCOME I
- DODGE & COX INCOME I - SS&C GIDS
- DODGE & COX INTERNATIONAL
- DODGE & COX INTERNATIONAL STOCK
- DODGE & COX INTERNATIONAL STOCK 94-
- DODGE & COX INTL STOCK
- DODGE & COX INVESTMENT MANAGEMENT
- DODGE & COX INVESTMENT MANAGER
- DODGE & COX INVESTMENT MANAGERS
- DODGE & COX STOCK
- DODGE & COX STOCK 94-6099539
- DODGE & COX STOCK FUND
- DODGE & COX STOCK I
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for DODGE & COX's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 1.24% | 7.76% | -6.52 pp |
| Fidelity bond gap | 5 | 3.11% | 26.94% | -23.84 pp |
| Late contributions | 11 | 6.83% | 1.71% | +5.12 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 18 | 11.18% | 1.76% | +9.42 pp |
| Loss discovered | 1 | 0.62% | 0.00% | +0.62 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with DODGE & COX. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).