DWS FUNDS
34 known aliases resolved via the canonical alias map
Market position · 2024
Plans served43+8 YoYRank #438 of mapped providers
Assets under administration$48.3B0.1%Market share · rank #335
Fees received$8MMedian $54,009/planSum across Schedule C direct + indirect
Net wins YoY+39 won · 6 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 DWS FUNDS plan look like?
Service mix · median fees per plan
Count of plans where DWS FUNDS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Direct payment from the plan; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 39 | $54,541 | |
Investment advisory (plan)Code 27 | 1 | $26,536 | |
Investment management fees paid directly by planCode 51 | 1 | $16,901 | |
Shareholder servicing fees; Sub-transfer agency feesCode 59 | 1 | $0 | |
Other feesCode 99 | 1 | $1,093,997 |
Competitor overlap
Percent of DWS FUNDS'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 DWS FUNDS.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | KAYE-SMITH ENTERPRISES, INC. | $1.8B |
IRON WORKERS REGIONAL SHOP LOCAL UNION 855 PENSION TRUSTCA · 940012049-001 | PANAGORA ASSET MANAGEMENT | $75M |
COLLINS PINE COMPANYOR · 930177750-001 | GEFFEN MESHER | $47M |
OREGON EDUCATION ASSOCIATIONOR · 930243443-001 | WITHUMSMITH+BROWN, PC | $44M |
TRUSTEES MIDWESTERN TEAMSTERS PENSION TRUST FUNDIL · 376117130-001 | THE SEGAL COMPANY | $40M |
HECLA LIMITEDID · 820126240-002 | BDO USA, LLP | $28M |
TRUSTEES OF CHICAGOLAND RACE MEET OPERATORS AND LOCAL 134 IBEW JT PENWI · 363825845-001 | JEFF KROL | $26M |
POLYMER TECHNOLOGY SYSTEMS, INC.IN · 351895358-001 | T ROWE PRICE RPS INC | $26M |
Plans lost in 2024
Appeared last year under DWS FUNDS; not this year.
| Sponsor | To | Assets |
|---|---|---|
MATTEL, INC.CA · 951567322-013 | FID INV INST OPS CO | $289M |
ASSOC OF THE UNITED STATES ARMY INCVA · 530193361-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $22M |
HIGH COUNTRY BEVERAGE CORPORATIONCO · 841341843-001 | LPL FINANCIAL | $17M |
NORTH MEMORIAL HEALTH CAREMN · 410729979-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $1M | 5y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $341,616 | 2y | - |
TRAVELERS COMPANIES, INC.MN · 410518860-001 | $4.2B | 45,786 | $262,431 | 7y | - |
PENSION COMMITTEE UNDER TWIN CITY HOSPITALS - MINNESOTA NURSESMN · 416184922-001 | $2.4B | 33,805 | $671,753 | 2y | - |
ONCOR ELECTRIC DELIVERY COMPANY LLCTX · 752967830-001 | $1.9B | 14,519 | $295,300 | 2y | - |
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | $1.9B | 15,670 | $427,618 | 8y | - |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | $1.8B | 28,807 | $520,251 | 10y | - |
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | $1.8B | 37,126 | $146,332 | 1y | - |
BECTON DICKINSON AND COMPANYNJ · 220760120-004 | $1.7B | 23,384 | $61,473 | 3y | - |
ZURICH AMERICAN INSURANCE COMPANYIL · 364233459-001 | $1.3B | 18,921 | $595,404 | 5y | - |
Flag exposure
90.7%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 (34)
Raw Schedule C names collapsed into DWS FUNDS.
- DEUTSCHE FUNDS
- DWS
- DWS DISTRIBUTORS, INC.
- DWS ENHANCED COMMODITY STRAT A
- DWS FUNDS
- DWS INVESTMENT AMERICAS INC
- DWS INVESTMENT MANAGEMENT AMERICAS
- DWS INVESTMENT MANAGEMENT INC
- DWS INVESTMENTS
- DWS INVESTMENTS DISTRIBUTOR, INC.
- DWS INVESTMENTS FUNDS
- DWS RREEF REAL EST SECS S
- DWS SCUDDER INVESTMENT MANAGEMENT
- DWS TRUST COMPANY
- RREEF
- RREEF AMERICA
- RREEF AMERICA II LP
- RREEF AMERICA II REIT
- RREEF AMERICA L.L.C
- RREEF AMERICA L.L.C.
- RREEF AMERICA LLC
- RREEF AMERICA REIT II
- RREEF AMERICA REIT II INC.
- RREEF AMERICA REIT II, INC
- RREEF AMERICA REIT II, INC.
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 DWS FUNDS'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with DWS FUNDS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).