AFL-CIO Building Investment Trust
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-5 YoYRank #4853 of mapped providers
Assets under administration$4.0B0.0%Market share · rank #2181
Fees received$251,884Median $125,942/planSum across Schedule C direct + indirect
Net wins YoY-50 won · 5 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 AFL-CIO Building Investment Trust plan look like?
Service mix · median fees per plan
Count of plans where AFL-CIO Building Investment Trust ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Custodial (securities); Investment managementCode 19 | 1 | $0 | |
Investment managementCode 28 | 1 | $251,884 |
Competitor overlap
Percent of AFL-CIO Building Investment Trust'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 AFL-CIO Building Investment Trust.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under AFL-CIO Building Investment Trust; not this year.
| Sponsor | To | Assets |
|---|---|---|
WELLS FARGO & COMPANYCA · 410449260-001 | Fixed Income Finance PGIM Inc | $8.8B |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | Chevy Chase Trust Company | $2.1B |
THE BOARD OF TRUSTEES C/O RACHEL ALLEN, PLAN MANAGERMO · 436057739-002 | Commerce Trust | $525M |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 5 & IWEAWA · 521075473-001 | Wedge Capital Management, L.L.P. | $373M |
BOARD OF TRUSTEES IBEW LOCAL UNION NO. 99 RETIREMENT PLANCT · 056049538-001 | D. SANTOS | $89M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUNDTN · 626125711-001 | $2.2B | 25,932 | $0 | 7y | - |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | $1.8B | 28,807 | $251,884 | 5y | - |
Flag exposure
50.0%Market: 89.1%
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 (7)
Raw Schedule C names collapsed into AFL-CIO Building Investment Trust.
- ACADIAN FUNDS
- ACADIAN GLOBAL MGD VOLATILITY EQ FD
- AFL-CIO BIT
- AFL-CIO BUILDING
- AFL-CIO BUILDING INVESTMENT
- AFL-CIO BUILDING INVESTMENT TRUST
- AFLCIO BUILDING INVESTMENT TRUST
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 AFL-CIO Building Investment Trust'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 AFL-CIO Building Investment Trust. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on AFL-CIO Building Investment Trust's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Gath Law Office | 1 | 50.0% |
| Ledbetter & Parisi LLC | 1 | 50.0% |
| Stranch, Jennings & Garvey | 1 | 50.0% |