DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

unclassified

Dodge & Cox

unclassified
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
4 allocators
Other roles
2 allocators
Schedule C rows
246 rows, $91.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan for Employees of Puget Sound Energy, Inc.202528 51 52 68NONE$251,085
32bj North Pension Fund202528 51 68NONE$118,418
Carpenters Labor-Management Pension Plan202519NONE$56,888
Ilwu-Pma Pension Plan202451NONE$2.6M
Pacific Gas and Electric Company Retirement Plan202428 50 51 52 68NONE$2.0M
3m Employee Retirement Income Plan202428 50 51NONE$1.7M
Pension Plan of the Chubb Corporation202428 50 51 68NONE$1.4M
Nisource Pension Plan202428 50 51NONE$1.3M
Central Pension Fund of the Iuoe & Participating Employers202428NONE$1.3M
Shell Pension Plan202428 51NONE$1.2M
The Bank of America Pension Plan202428 50 51 52 68NONE$1.0M
Wells Fargo & Company Cash Balance Plan202428 50 51NONE$911,613
The Citigroup Pension Plan202428 50 51NONE$751,235
Pepsico, Inc. Employees Retirement Plan H202451 68NONE$732,730
COX Enterprises, Inc. Pension Plan202428NONE$725,831
Sutter Health Retirement Plan202428 50NONE$718,154
IBM Personal Pension Plan202451 52 68PARTY-ININTEREST$619,278
The Southern California Edison Company Retirement Plan202428 51INVESTMENT MANAGEMENT$616,671
Pepsico Employees Retirement Plan I202451 68NONE$578,838
The Bank of New York Mellon Corporation Pension Plan202428 50 51NONE$556,736
Retirement Plan for Employees of Aetna Inc.202428 68NONE$545,639
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund202428 51 52 68NONE$528,262
Hanford Multi-Employer Pension Plan202428NONE$486,463
Western States Carpenters Pension Plan202428 51NONE$419,084
Carpenters Pension Trust Fund of St. Louis202428 51NONE$412,942
IAM National Pension Fund202428 51 68 72NONE$410,709
Advocate Aurora Health Pension Plan202428 50NONE$409,949
California Ironworkers Field Pension Trust202428 50 51 68NONE$402,016
XPO Pension Plan202428$400,857
The New York Times Companies Pension Plan202428 51PLAN ASSET INVSTMNT MGR$390,638
National Elevator Industry Pension Plan202428 51 68NONE$372,619
Nextera Energy, Inc. Employee Pension Plan202428 51NONE$361,995
Stanley Black & Decker Pension Plan202428NONE$350,739
Intermountain Healthcare Pension Plan202428 51 58NONE$347,000
Linde U.S. Pension Plan202428 50NONE$339,298
Northern California Electrical Workers Pension Plan202428 51NONE$337,731
Resolute Fp US Pension Plan202428 51NONE$328,828
Northwest Sheet Metal Workers Pension Plan202428 50 51 52NONE$318,890
AON Retirement Pension Plan202428 50NONE$313,731
Northern California Pipe Trades Pension Plan202428 51 52NONE$310,979
Carefirst, Inc. Retirement Plan202428 50 51 52 68NONE$308,508
Oregon Retail Employees Pension Plan202425 50 51 68NONE$294,603
Retirement Plan for Hospital Employees202428 50NONE$281,768
National Grid USA Companies Final Average Pay Pension Plan202428 50NONE$263,182
Niagara Mohawk Pension Plan202428 50NONE$262,405
Retirement Plan for Employees of Puget Sound Energy, Inc.202428 51 52 68NONE$255,657
N. Atlantic States Carp. Pension Fund202428 51 52 68NONE$233,874
Caleres, Inc. Retirement Plan202428 51 52NONE$221,322
N. Atlantic States Carp. Guaranteed Annuity Fund202428 51 68NONE$221,180
Western Conference of Teamsters Supp Benefit Plan202428 51 68NONE$212,069
Pamcah-Ua Local 675 Pension Plan202428 52NONE$200,249
BAY Area Painters & Tapers Pension Trust202428 51NONE$196,664
Laborers District Council & Contractors Pension Fund of Ohio202428$192,761
Northwell Health Pension Plan202451NONE$177,006
Ibew Local 595 Pension Plan202428 51 68NONE$174,540
SIU Pacific District Pension Plan202428 51 68NONE$165,108
Cement Masons and Plasterers Retirement Plan202428 50 51 68NONE$162,489
Hawaii Sheet Metal Workers Pension Fund202428 51NONE$152,656
Western Metal Industry Pension Plan202428 50 51 52 68NONE$152,383
International Association of Machinists and Aerospace Workers Pension Plan202428 51 52NONE$148,579
Edison Pension Plan202428 50 51 52 68NONE$144,356
Solano-Napa Counties Electrical Workers Pension Plan202428 51 68NONE$144,185
32bj North Pension Fund202428 51NONE$112,620
California Teachers Association Employees Retirement Benefits Plan202428 51 68NONE$104,439
The Nemours Foundation Pension Plan202428 51 52 68NONE$77,208
JM Family Associates' Retirement Plan202428 51INV MGMT$63,931
Guild-Times Adjustable Pension Plan202428 50INVESTMENT MANAGER$62,651
Central California Ibew-Neca Pension Trust Fund202428 51NONE$56,249
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund202428 51NONE$52,080
Employer-Industrial Sheet Metal Workers Local 16 Pension Trust202428 50NONE$43,790
United Brotherhood of Carpenters Pension Fund United States Segment202428NONE$42,961
Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc.202428NONE$35,778
Retirement Plan for the Employees of Sequoia Living Inc.202428 50NONE$32,274
Service Benefit Plan Administrative Services Corp. Retirement Plan202428 50 51 52 68NONE$27,533
Highmark Retirement Plan202428 50NONE$24,179
ABB Inc. Pension Plan of Fischer & Porter Company202427 28 50 51 52NONE$10,433
Retirement Income Plan for Employees of Interface Performance Materials, Inc.202428 52NONE
Fulton Financial Affiliates Defined Benefit Pension Plan202428 52NONE
Homeland Pension Plan202428 52NONE
Advanced Radiology Services Cash Balance Plan202428 52NONE
1199seiu Health Care Employees Pension Fund202452NONE
Ilwu-Pma Pension Plan202351NONE$2.4M
Pacific Gas and Electric Company Retirement Plan202328 50 51 52 68NONE$2.0M
3m Employee Retirement Income Plan202328 50 51 68NONE$1.8M
Shell Pension Plan202328 51NONE$1.7M
Pension Plan of the Chubb Corporation202328 50 51 68NONE$1.2M
Central Pension Fund of the Iuoe & Participating Employers202328NONE$1.1M
Wells Fargo & Company Cash Balance Plan202328 50 51NONE$1.1M
The Bank of America Pension Plan202328 50 51 52 68NONE$1.0M
COX Enterprises, Inc. Pension Plan202328NONE$762,482
The Citigroup Pension Plan202328 50 51NONE$707,436
Sutter Health Retirement Plan202328 50NONE$647,758
Retirement Plan for Employees of Aetna Inc.202328 68NONE$630,631
IBM Personal Pension Plan202351 52 68PARTY-IN INTEREST$628,554
The Bank of New York Mellon Corporation Pension Plan202328 50 51NONE$558,405
Hanford Multi-Employer Pension Plan202328NONE$557,621
Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund202328 51 52 68NONE$485,361
California Ironworkers Field Pension Trust202328 50 51 68NONE$425,406
Retirement Plan for Hospital Employees202328NONE$402,936
XPO Pension Plan202328$396,384
National Elevator Industry Pension Plan202328 51 68NONE$377,540
Nextera Energy, Inc. Employee Pension Plan202328 51NONE$348,514
Carefirst, Inc. Retirement Plan202328 50 51 52 68NONE$344,303
IAM National Pension Fund202328 51 68 72NONE$340,056
Intermountain Healthcare Pension Plan202328 51 58NONE$335,000
Linde U.S. Pension Plan202328 50NONE$324,740
Northern California Electrical Workers Pension Plan202328 51NONE$307,896
AON Retirement Pension Plan202328 50NONE$306,859
The New York Times Companies Pension Plan202328 51PLAN ASSET INVSTMNT MGR$291,835
Pepsico, Inc. Employees Retirement Plan H202351 68NONE$290,623
Northern California Pipe Trades Pension Plan202328 51 52NONE$284,050
National Grid USA Companies Final Average Pay Pension Plan202328 50NONE$276,968
Freeport Minerals Corporation Retirement Plan202328N/A$270,842
Pepsico Employees Retirement Plan I202351 68NONE$266,806
The Southern California Edison Company Retirement Plan202328 51INVESTMENT MANAGEMENT$250,287
Retirement Plan for Employees of Puget Sound Energy, Inc.202328 51 52 68NONE$234,370
Western Conference of Teamsters Supp Benefit Plan202328 51 68NONE$219,898
ABB Inc. Merged Pension Plan202327 28 50 51 52NONE$216,127
Oregon Retail Employees Pension Plan202328 50 51 68NONE$215,234
Northwest Sheet Metal Workers Pension Plan202328 50 51 52NONE$212,515
ABB Inc. Cash Balance Pension Plan202327 28 50 51 52NONE$207,606
Hawaii Sheet Metal Workers Pension Fund202328 51NONE$205,102
Stanley Black & Decker Pension Plan202328NONE$204,350
Laborers District Council & Contractors Pension Fund of Ohio202328$192,123
Pamcah-Ua Local 675 Pension Plan202328 52NONE$181,138
N. Atlantic States Carp. Guaranteed Annuity Fund202328 51 68NONE$173,107
N. Atlantic States Carp. Pension Fund202328 51 52 68NONE$166,707
BAY Area Painters & Tapers Pension Trust202328 51NONE$160,040
Northwell Health Pension Plan202351NONE$156,966
Cement Masons and Plasterers Retirement Plan202328 50 51 68NONE$151,372
Ibew Local 595 Pension Plan202328 51 68NONE$150,091
Carpenters Pension Trust Fund of St. Louis202328 51NONE$141,022
Edison Pension Plan202328 50 51 52 68NONE$138,313
Western Metal Industry Pension Plan202328 50 51 52 68NONE$131,114
Solano-Napa Counties Electrical Workers Pension Plan202328 51 68NONE$124,577
Niagara Mohawk Pension Plan202328 50NONE$116,842
International Association of Machinists and Aerospace Workers Pension Plan202328 51 68NONE$113,312
The Nemours Foundation Pension Plan202328 51 52 68NONE$107,026
32bj North Pension Fund202328 51NONE$91,663
Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust202328 52NONE$87,490
JM Family Associates' Retirement Plan202328 51INV MGMT$82,067
California Teachers Association Employees Retirement Benefits Plan202328 51 68NONE$77,894
Westrock Company Consolidated Pension Plan202328 51NONE$63,599
Central California Ibew-Neca Pension Trust Fund202328 51NONE$57,942
Canadian Pacific Pension Plan for U.S. Management Employees202351INVESTMENT MANAGER$54,427
Service Benefit Plan Administrative Services Corp. Retirement Plan202328 50 51 52 68NONE$46,850
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund202328INVESTMENT MANAGER$45,963
Employer-Industrial Sheet Metal Workers Local 16 Pension Trust202328INVESTMENT MANAGER$40,703
Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc.202328NONE$29,959
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan202328 51 52NONE$14,821
What changed