Dodge & Cox — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dodge & Cox is reported as a service provider on 182 loaded Form 5500 filing(s) across 160 plan sponsor(s) and 177 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $71,476,886 and reported indirect compensation totals $1,481,696.
Reported compensation summary
- Reported direct compensation
- $71,476,886
- Reported indirect compensation
- $1,481,696
- Total reported compensation
- $72,958,582
- Filings
- 182
- Plan sponsors
- 160
- Plans
- 177
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Johnson And Johnson | NJ | 2 | $10,475,260 |
| Pacific Gas And Electric Company | CA | 2 | $4,133,560 |
| Trustees Of Ilwu-Pma Pension Plan | CA | 1 | $2,413,976 |
| Bae Systems, Inc. | VA | 1 | $2,380,019 |
| General Electric Company, Operating As Ge Aerospace | OH | 1 | $2,377,534 |
| Ford Motor Company | MI | 1 | $2,277,837 |
| Marriott International, Inc. | MD | 1 | $2,186,676 |
| L3harris Technologies, Inc. | FL | 1 | $2,124,137 |
| Glaxosmithkline LLC | PA | 1 | $2,007,964 |
| 3m Company | MN | 1 | $1,794,732 |
State footprint
Plans reporting Dodge & Cox are sponsored in CA (29), NY (22), PA (14), MD (11), FL (8), OR (7), TX (7), CT (6), WA (6), NJ (5), IL (5), MI (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Johnson And Johnson | Johnson And Johnson Pension And Savings Plan Master Trust | 2023 | $7,346,485 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Savings Plan Trust | 2023 | $3,128,775 | not reported in the loaded dataset |
| Trustees Of Ilwu-Pma Pension Plan | Ilwu-Pma Pension Plan | 2023 | $2,413,976 | $0 |
| Bae Systems, Inc. | Bae Systems Employees' Savings And Investment Plan | 2023 | $2,380,019 | $0 |
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $2,377,534 | not reported in the loaded dataset |
| Ford Motor Company | Ford Motor Company Trust Fund Fixed Income-Credit | 2023 | $2,277,837 | $0 |
| Marriott International, Inc. | Marriott International, Inc. Pooled Investment Trust For Participant Directed Accounts | 2023 | $2,186,676 | not reported in the loaded dataset |
| L3harris Technologies, Inc. | L3harris Retirement Savings Plan Master Trust | 2023 | $2,124,137 | $0 |
| Glaxosmithkline LLC | Gsk 401(K) Plan | 2023 | $2,007,964 | $0 |
| Pacific Gas And Electric Company | Pacific Gas And Electric Company Retirement Plan | 2023 | $2,004,572 | $0 |
| Pacific Gas And Electric Company | Pacific Gas And Electric Company Retirement Plan | 2023 | $1,952,722 | $0 |
| 3m Company | 3m Employee Retirement Income Plan | 2023 | $1,794,732 | $0 |
| Shell Usa, Inc. | Shell Pension Plan | 2023 | $1,741,346 | $0 |
| At&T Inc. | Sbc Master Pension Trust | 2023 | $1,521,000 | $0 |
| Pfizer Inc | Master Trust Between Pfizer Inc And The Northern Trust Company | 2023 | $1,226,427 | not reported in the loaded dataset |
| Chubb Ina Holdings Inc. | Pension Plan Of The Chubb Corporation | 2023 | $1,218,771 | $0 |
| Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers | Central Pension Fund Of The Iuoe & Participating Employers | 2023 | $1,138,966 | $0 |
| Wells Fargo & Company | Wells Fargo & Company Cash Balance Plan | 2023 | $1,122,060 | not reported in the loaded dataset |
| Bank Of America Corporation | The Bank Of America Pension Plan | 2023 | $1,003,782 | $0 |
| Caterpillar Inc. | Caterpillar Inc. Master Retirement Trust | 2023 | $1,001,585 | $0 |
| Cvs Health Corporation | Cvs Health Future Fund 401(K) Plan | 2023 | $928,810 | not reported in the loaded dataset |
| Board Of Trustees Of 1199seiu Health Care Employees Pension Fund | 1199seiu Health Care Employees Pension Fund | 2023 | not reported in the loaded dataset | $823,865 |
| Nordstrom, Inc. | Nordstrom 401k Plan | 2023 | $789,833 | $0 |
| Cox Enterprises, Inc. | Cox Enterprises, Inc. Pension Plan | 2023 | $762,482 | $0 |
| Hp Inc. | Hp Inc. Master Trust | 2023 | $719,338 | not reported in the loaded dataset |
| Union Pacific Corporation | Union Pacific Corporation Master Retirement Trust | 2023 | $717,881 | not reported in the loaded dataset |
| Citigroup Inc. | The Citigroup Pension Plan | 2023 | $707,436 | $0 |
| Eidp, Inc. | Corteva Agriscience Defined Contribution Plan Master Trust | 2023 | $653,383 | $0 |
| Sutter Health | Sutter Health Retirement Plan | 2023 | $647,758 | not reported in the loaded dataset |
| Aetna Inc. | Retirement Plan For Employees Of Aetna Inc. | 2023 | $630,631 | $0 |
| International Business Machines Corporation | Ibm Personal Pension Plan | 2023 | $628,554 | $0 |
| Gundersen Lutheran Administrative Services, Inc. | Gundersen Lutheran Employees' Retirement Plan | 2023 | $624,055 | not reported in the loaded dataset |
| National Grid Usa Service Company, Inc. | Keyspan Corporation Pension Master Trust | 2023 | $622,714 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Investment Trust | 2023 | $613,233 | $0 |
| Aon Corporation | Aon Savings Plan | 2023 | $595,355 | not reported in the loaded dataset |
| Exelon Corporation | Exelon Corp Pension Master Trust- Ecrp Hdg | 2023 | $563,810 | $0 |
| The Bank Of New York Mellon | The Bank Of New York Mellon Corporation Pension Plan | 2023 | $558,405 | not reported in the loaded dataset |
| Hanford Pension & Savings Plans Committee | Hanford Multi-Employer Pension Plan | 2023 | $557,621 | not reported in the loaded dataset |
| Board Of Trustees, Ibew Local 595 Money Purchase | Ibew Local 595 Money Purchase Pension Plan | 2023 | $552,405 | $0 |
| Paramount Global | Paramount Global Master Trust | 2023 | $516,042 | $0 |
| Board Of Trustees, Southern California United Food | Southern California United Food And Commercial Workers Unions And Drug Employers Pension Fund | 2023 | $485,361 | $0 |
| Nokia Of America Corporation | Lucent Technologies Inc. Master Pension Trust | 2023 | $452,423 | $0 |
| Trane Technologies Company LLC | Trane Technologies Collective Trust | 2023 | $447,427 | not reported in the loaded dataset |
| Constellation Energy Generation LLC | Constellation Pension Master Trust - Traditional Liability Hedge Fixed Income | 2023 | $445,819 | not reported in the loaded dataset |
| Berkshire Hathaway Energy Company | Bhe Master Retirement Trust - Dc Long Credit | 2023 | $434,455 | not reported in the loaded dataset |
| Board Of Trustees, California Ironworkers Field Pension Trust Fun | California Ironworkers Field Pension Trust | 2023 | $425,406 | $0 |
| Board Of Trustees Retirement Plan For Hospital Employees | Retirement Plan For Hospital Employees | 2023 | $402,936 | not reported in the loaded dataset |
| Xpo Cnw, Inc. | Xpo Pension Plan | 2023 | $396,384 | not reported in the loaded dataset |
| Alight Solutions LLC | Alight Solutions LLC 401(K) Plan (Fka Hewitt Associates LLC 401k Plan) | 2023 | $364,863 | $0 |
| Nextera Energy, Inc. | Nextera Energy, Inc. Employee Pension Plan | 2023 | $348,514 | not reported in the loaded dataset |
Related Form 5500 pages
- Johnson And Johnson Pension And Savings Plan Master Trust (plan 015)
- Johnson And Johnson — all reported plans
- Johnson And Johnson Savings Plan Trust (plan 019)
- Ilwu-Pma Pension Plan (plan 001)
- Trustees Of Ilwu-Pma Pension Plan — all reported plans
- Bae Systems Employees' Savings And Investment Plan (plan 003)
- Bae Systems, Inc. — all reported plans
- General Electric Pension Trust (plan 001)
- General Electric Company, Operating As Ge Aerospace — all reported plans
- Ford Motor Company Trust Fund Fixed Income-Credit (plan 105)
- Ford Motor Company — all reported plans
- Marriott International, Inc. Pooled Investment Trust For Participant Directed Accounts (plan 003)
- Marriott International, Inc. — all reported plans
- L3harris Retirement Savings Plan Master Trust (plan 101)
- L3harris Technologies, Inc. — all reported plans
- Gsk 401(K) Plan (plan 002)
- Glaxosmithkline LLC — all reported plans
- Pacific Gas And Electric Company Retirement Plan (plan 001)
- Pacific Gas And Electric Company — all reported plans
- Pacific Gas And Electric Company Retirement Plan (plan 001)
- 3m Employee Retirement Income Plan (plan 002)
- 3m Company — all reported plans
- Shell Pension Plan (plan 001)
- Shell Usa, Inc. — all reported plans
- Sbc Master Pension Trust (plan 020)
- At&T Inc. — all reported plans
- Master Trust Between Pfizer Inc And The Northern Trust Company (plan 001)
- Pfizer Inc — all reported plans
- Pension Plan Of The Chubb Corporation (plan 003)
- Chubb Ina Holdings Inc. — all reported plans
- Central Pension Fund Of The Iuoe & Participating Employers (plan 001)
- Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers — all reported plans
- Wells Fargo & Company Cash Balance Plan (plan 001)
- Wells Fargo & Company — all reported plans
- The Bank Of America Pension Plan (plan 001)
- Bank Of America Corporation — all reported plans
- Caterpillar Inc. Master Retirement Trust (plan 019)
- Caterpillar Inc. — all reported plans
- Cvs Health Future Fund 401(K) Plan (plan 017)
- Cvs Health Corporation — all reported plans
- 1199seiu Health Care Employees Pension Fund (plan 001)
- Board Of Trustees Of 1199seiu Health Care Employees Pension Fund — all reported plans
- Nordstrom 401k Plan (plan 001)
- Nordstrom, Inc. — all reported plans
- Cox Enterprises, Inc. Pension Plan (plan 001)
- Cox Enterprises, Inc. — all reported plans
- Hp Inc. Master Trust (plan 124)
- Hp Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources