DODGE AND
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
67
Active participants
445,148
Total plan assets
$344.4B
Filings (rows)
69
Direct comp
$33.7M
Indirect comp
$144K
Aggregating 5 name variants under "DODGE AND"
SERVICES PROVIDED
Other61
Advisor / Consultant4
Custodian2
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| DODGE AND COX INCOME | 5 |
| DODGE AND COX INCOME - I | 4 |
| DODGE & COX INCOME | 2 |
| DODGE AND COX STOCK | 2 |
| DODGE & COX STOCK | 1 |
Top plans served
Showing top 69 of 67 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON, VA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $23.5B | $1.8M |
| GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON, VA | Advisor / Consultant INVESTMENT MANAGEMENT | — | $23.5B | $1.8M |
| JOHNSON AND JOHNSON JOHNSON AND JOHNSON SAVINGS PLAN TRUST | NEW BRUNSWICK, NJ | Advisor / Consultant INVESTMENT MANAGER | — | $22.8B | $3.1M |
| NOKIA OF AMERICA CORPORATION LUCENT TECHNOLOGIES INC. MASTER PENSION TRUST | MOUNTAIN AVENUE, NJ | Other NONE | — | $21.8B | $452K |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $18.5B | $699K |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $16.4B | $613K |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING, TX | Other NONE | — | $13.8B | $662K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.8B | $1.0M |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.5B | $969K |
| AT&T INC. AT&T SAVINGS GROUP INVESTMENT TRUST | DALLAS, TX | Other NONE | — | $12.5B | $114K |
| AT&T INC. AT&T SAVINGS GROUP INVESTMENT TRUST | DALLAS, TX | Other NONE | — | $12.1B | $106K |
| CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING, TX | Other NONE | — | $12.0B | $1.1M |
| AT&T INC. AT&T SAVINGS GROUP INVESTMENT TRUST | DALLAS, TX | Other NONE | — | $11.7B | $103K |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 15,906 | $10.6B | $707K |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 17,283 | $10.5B | $689K |
| MARRIOTT INTERNATIONAL, INC. MARRIOTT INTERNATIONAL, INC. POOLED INVESTMENT TRUST FOR PARTICIPANT DIRECTED ACCOUNTS | BETHESDA, MD | Other NONE | — | $10.1B | $2.2M |
| CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD, CT | Other NONE | 14,217 | $10.0B | $751K |
| MARRIOTT INTERNATIONAL, INC. MARRIOTT INTERNATIONAL, INC. POOLED INVESTMENT TRUST FOR PARTICIPANT DIRECTED ACCOUNTS | BETHESDA, MD | Other NONE | — | $8.2B | $2.3M |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN I | PURCHASE, NY | Other NONE | 12,289 | $7.7B | $867K |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN I | PURCHASE, NY | Other NONE | 11,289 | $7.6B | $267K |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN I | PURCHASE, NY | Other NONE | 10,017 | $6.8B | $579K |
| AON CORPORATION AON SAVINGS PLAN | ATLANTA, GA | Other NONE | 13,974 | $6.2B | $595K |
| EXELON CORPORATION EXELON CORPORATION DCRP MASTER TRUST - PRIMARY | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGER | — | $6.1B | $17K |
| AON CORPORATION AON SAVINGS PLAN | LINCOLNSHIRE, IL | Other NONE | 14,010 | $5.4B | $634K |
| PEPSICO, INC. PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H | PURCHASE, NY | Other NONE | 72,315 | $4.3B | $291K |
| PEPSICO, INC. PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H | PURCHASE, NY | Other NONE | 73,116 | $4.2B | $733K |
| PEPSICO, INC. PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H | PURCHASE, NY | Other NONE | 67,389 | $3.9B | $935K |
| CHUBB INA HOLDINGS INC. PENSION PLAN OF THE CHUBB CORPORATION | PHILADELPHIA, PA | Other NONE | 2,993 | $3.7B | $1.2M |
| CHUBB INA HOLDINGS INC. PENSION PLAN OF THE CHUBB CORPORATION | PHILADELPHIA, PA | Other INV-MGMT | 3,245 | $3.4B | $1.5M |
| DISCOVER FINANCIAL SERVICES DISCOVER FINANCIAL SERVICES 401K PLAN | RIVERWOODS, IL | Other NONE | 20,237 | $3.2B | $637 |
| DISCOVER FINANCIAL SERVICES DISCOVER FINANCIAL SERVICES 401K PLAN | RIVERWOODS, IL | Other NONE | 20,346 | $2.8B | $514 |
| DISCOVER FINANCIAL SERVICES DISCOVER FINANCIAL SERVICES 401K PLAN | RIVERWOODS, IL | Other NONE | 19,533 | $2.2B | $235 |
| ROBERT BOSCH LLC ROBERT BOSCH LLC MASTER TRUST RETIREMENT TRUST | FARMINGTON HILLS, MI | Other NONE | — | $1.6B | $163K |
| ROBERT BOSCH LLC ROBERT BOSCH LLC MASTER TRUST RETIREMENT TRUST | FARMINGTON HILLS, MI | Other NONE | — | $1.6B | $154K |
| BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEES | SAN FRANCISCO, CA | Other NONE | 2,734 | $1.2B | $656K |
| UNITED BROTHERHOOD OF CARPENTERS LABOR-MGMT PF TRUSTEE CARPENTERS LABOR-MANAGEMENT PENSION PLAN | LOS ANGELES, CA | Other | 9,511 | $1.2B | $57K |
| NORTHERN INDIANA PUBLIC SERVICE COMPANY NISOURCE PENSION PLAN | MERRILLVILLE, IN | Other NONE | 2,108 | $1.0B | $1.3M |
| G.M.P.-EMPLOYERS RETIREE TRUST G.M.P. - EMPLOYERS RETIREE TRUST | FORT MYERS, FL | Other SERVICE PROVIDER | 7,126 | $597.6M | $203K |
| CAREFIRST, INC. CAREFIRST, INC. RETIREMENT PLAN | OWINGS MILLS, MD | Other NONE | 1,518 | $572.9M | $344K |
| CAREFIRST, INC. CAREFIRST, INC. RETIREMENT PLAN | OWINGS MILLS, MD | Other NONE | 1,626 | $572.2M | $268K |
| BOARD OF TRUSTEES, IBEW LOCAL 595 MONEY PURCHASE IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN | PLEASANTON, CA | Other NONE | 1,599 | $546.8M | $585K |
| G.M.P.-EMPLOYERS RETIREE TRUST G.M.P. - EMPLOYERS RETIREE TRUST | FORT MYERS, FL | Other SERVICE PROVIDER | 7,961 | $545.7M | $180K |
| CAREFIRST, INC. CAREFIRST, INC. RETIREMENT PLAN | OWINGS MILLS, MD | Other NONE | 1,394 | $545.6M | $309K |
| G.M.P.-EMPLOYERS RETIREE TRUST G.M.P. - EMPLOYERS RETIREE TRUST | FORT MYERS, FL | Other SERVICE PROVIDER | 8,375 | $532.3M | $262K |
| BOARD OF TRUSTEES, IBEW LOCAL 595 MONEY PURCHASE IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN | PLEASANTON, CA | Other NONE | 1,612 | $523.7M | $552K |
| BOARD OF TRUSTEES, IBEW LOCAL 595 MONEY PURCHASE IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN | PLEASANTON, CA | Other NONE | 1,728 | $471.7M | $591K |
| PACIFICORP PACIFICORP WELFARE BENEFITS PLAN NO. 534 | PORTLAND, OR | Other NONE | 0 | $247.1M | $234K |
| PACIFICORP PACIFICORP WELFARE BENEFITS PLAN NO. 534 | PORTLAND, OR | Other NONE | 0 | $245.5M | $233K |
| PACIFICORP PACIFICORP WELFARE BENEFITS PLAN NO. 534 | PORTLAND, OR | Other NONE | 0 | $233.4M | $240K |
| TRUSTEES - U. A. LOCAL UNION NO. 614 PENSION PLAN U. A. LOCAL UNION NO. 614 PENSION PLAN | GOODLETTSVILLE, TN | Other INVESTMENT PROVIDER | 1,609 | $195.6M | $0 |
| TRUSTEES - U.A. LOCAL UNION NO. 614 PENSION PLAN U.A. LOCAL UNION NO. 614 PENSION PLAN | GOODLETTSVILLE, TN | Other INVESTMENT PROVIDER | 1,248 | $166.1M | — |
| BOARD OF TRUSTEES, CENTRAL CALIFORNIA IBEW-NECA CENTRAL CALIFORNIA IBEW-NECA PENSION TRUST FUND | SAN JOSE, CA | Other NONE | 375 | $126.2M | $58K |
| BOARD OF TRUSTEES, CENTRAL CALIFORNIA IBEW-NECA CENTRAL CALIFORNIA IBEW-NECA PENSION TRUST FUND | SAN JOSE, CA | Other NONE | 378 | $123.2M | $56K |
| CEMENT MASONS - EMPLOYERS PENSION TRUST CEMENT MASONS - EMPLOYERS PENSION PLAN | PORTLAND, OR | Other | 425 | $123.2M | — |
| CEMENT MASONS - EMPLOYERS PENSION TRUST CEMENT MASONS - EMPLOYERS PENSION PLAN | PORTLAND, OR | Other | 445 | $115.9M | — |
| BOARD OF TRUSTEES OF SIU PACIFIC DISTRICT PENSION SIU PACIFIC DISTRICT PENSION PLAN | SAN FRANCISCO, CA | Other NONE | 752 | $109.2M | $134K |
| CEMENT MASONS - EMPLOYERS PENSION TRUST CEMENT MASONS - EMPLOYERS PENSION PLAN | PORTLAND, OR | Other | 414 | $105.5M | — |
| SERVICE BENEFIT PLAN ADMINISTRATIVE SERVICES CORPORATION SERVICE BENEFIT PLAN ADMINISTRATIVE SERVICES CORP. RETIREMENT PLAN | OWINGS MILLS, MD | Other NONE | 135 | $54.9M | $47K |
| SERVICE BENEFIT PLAN ADMINISTRATIVE SERVICES CORPORATION SERVICE BENEFIT PLAN ADMINISTRATIVE SERVICES CORP. RETIREMENT PLAN | OWINGS MILLS, MD | Other NONE | 127 | $53.3M | $28K |
| SERVICE BENEFIT PLAN ADMINISTRATIVE SERVICES CORPORATION SERVICE BENEFIT PLAN ADMINISTRATIVE SERVICES CORP. RETIREMENT PLAN | OWINGS MILLS, MD | Other NONE | 144 | $48.9M | $36K |
| BOARD OF TRUSTEES SUP WELFARE PLAN, INC. SUP WELFARE PLAN, INC. | SAN FRANCISCO, CA | Other NONE | 743 | $29.7M | $38K |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR CONTRA COSTA COUNTY ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR CONTRA COSTA COUNTY | MARTINEZ, CA | Custodian CUSTODIAN | 801 | $25.2M | $0 |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR CONTRA COSTA COUNTY ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR CONTRA COSTA COUNTY | MARTINEZ, CA | Custodian CUSTODIAN | 801 | $25.2M | $0 |
| TYTO ATHENE LLC TYTO ATHENE LLC 401(K) PLAN | HERNDON, VA | Other NONE | 702 | $24.9M | $0 |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR CONTRA COSTA COUNTY ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR CONTRA COSTA COUNTY | MARTINEZ, CA | Custodian CUSTODIAN | 739 | $20.0M | $0 |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR CONTRA COSTA COUNTY ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR CONTRA COSTA COUNTY | MARTINEZ, CA | Custodian CUSTODIAN | 739 | $20.0M | $0 |
| TYTO ATHENE LLC TYTO ATHENE LLC 401(K) PLAN | HERNDON, VA | Other NONE | 660 | $17.1M | $0 |
| PEPSICO, INC. PEPSICO EMPLOYEES RETIREMENT PLAN A | PURCHASE, NY | Other NONE | 0 | $0 | $110K |
| TYTO ATHENE LLC TYTO ATHENE LLC 401(K) PLAN | HERNDON, VA | Other NONE | 0 | $0 | $0 |