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Allspring Global Investments

advisor

28 known aliases resolved via the canonical alias map

Market position · 2024

Plans served74+11 YoYRank #275 of mapped providers
Assets under administration$50.6B0.1%Market share · rank #356
Fees received$6MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY+1018 won · 8 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 Allspring Global Investments plan look like?
Service mix · median fees per plan
Count of plans where Allspring Global Investments ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28
60$0
Soft dollars commissions; Investment management fees paid directly by plan; Investment advisory (plan)Code 27
5$112,914
Investment management fees paid directly by planCode 51
4$59,572
Participant loan processing; Trustee (bank, trust company, or similar financial institution); Float revenue; Shareholder servicing fees; Investment advisory (plan); Recordkeeping fees; Redemption fees; Investment management fees paid indirectly by plan; Trustee (directed); Other services; Distribution (12b-1) fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Direct payment from the planCode 15
3$0
Investment management fees paid indirectly by planCode 52
3$0
Shareholder servicing fees; Real estate brokerageCode 32
1$0
Competitor overlap
Percent of Allspring Global Investments'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 Allspring Global Investments.
SponsorFromAssets
COX ENTERPRISES, INC.GA · 581035149-001
Martingale Asset Management$7.1B
NISOURCE INC.IN · 352108964-001
Alight$334M
NORTHWEST BRICKLAYERS PENSION TRUSTOR · 936034946-001
Wells Fargo$132M
BOARD OF TRUSTEES OF LOCAL 816 LABOR AND MANAGEMENT PENSION TRUST FUNDNY · 131869789-001
Wells Capital Management$131M
IN-SITU, INC.CO · 830245889-001
Invesco$20M
METLIFE LEGAL PLANS, INC.OH · 341650967-333
Goldman Sachs Asset Management$17M
SPOKANE UNITED METHODIST HOMES, INCWA · 910715658-002
The Hartford$13M
STRATEGIC DENTAL EXECUTIVES LLC DBA COMMUNITY DENTAL PARTNERSTX · 272885572-001
T. Rowe Price$11M
TANGENT TECHNOLOGIES, LLCIL · 611437265-001
Janus Capital Management$10M
CROSSROADS RHODE ISLANDRI · 050259094-002
T. Rowe Price$10M
Plans lost in 2024
Appeared last year under Allspring Global Investments; not this year.
SponsorToAssets
WESTROCK COMPANYGA · 473335141-027
JPMorgan Chase$4.0B
QUAD/GRAPHICS, INC.WI · 391152983-003
Mariner Institutional$2.1B
NORTHERN INDIANA PUBLIC SERVICE COMPANYIN · 350552990-001
Dodge & Cox$1.1B
CON IND & LABORERS JOINT PENSION TRUST BOARD OF TRUSTEESNV · 880135695-001
Wellington Trust Company$582M
CEMENT MASONS LOCAL 886/404 PENSION PLAN BOARD OF TRUSTEESOH · 341290577-001
ULLICO Inc$134M
BREVARD PHYSICIAN ASSOCIATES, PLLCFL · 462439952-002
Fidelity Investments$101M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001
$17.9B144,666$2M3y-
COX ENTERPRISES, INC.GA · 581035149-001
$7.1B51,142$1M1y-
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001
$6.5B199,927$6,5391y-
THE INTERPUBLIC GROUP OF COMPANIES, INC.NY · 131024020-003
$4.1B37,524$1M4y1
GENUINE PARTS COMPANYGA · 580254510-001
$2.0B15,587$202,4813y-
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-001
$1.8B40,486$105,3183y-
XCEL ENERGY INC.MN · 410448030-001
$1.2B11,750-$50,3743y-
XCEL ENERGY INC.MN · 410448030-008
$860M6,472-$39,7503y-
BOARD OF TRUSTEES, PACIFIC COAST BENEFITS TRUST FUNDWA · 911032878-001
$838M176,003$304,7694y-
BOARD OF TRUSTEES OF NBA PLAYERS' PENSION PLANIN · 832172122-001
$725M2,149$288,6503y-
Flag exposure
86.5%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 (28)
Raw Schedule C names collapsed into Allspring Global Investments.
  • ADP BROKER DEALRER
  • ADP BROKER-DEALER - 25156A403
  • ADP BROKER-DEALER - 25156G798
  • ADP BROKER-DEALER - 25157M679
  • ADP-BROKER DEALIER
  • ALLSPRING
  • ALLSPRING 84-6615098
  • ALLSPRING FUND MANAGEMENT, LLC
  • ALLSPRING FUND MANAGEMENT, LLC 94-3
  • ALLSPRING FUNDS
  • ALLSPRING FUNDS MANAGEMENT, LLC
  • ALLSPRING GLOBAL
  • ALLSPRING GLOBAL FUND
  • ALLSPRING GLOBAL FUNDS
  • ALLSPRING GLOBAL INVESTMENT
  • ALLSPRING GLOBAL INVESTMENT, LLC
  • ALLSPRING GLOBAL INVESTMENTS
  • ALLSPRING GLOBAL INVESTMENTS HOLDIN
  • ALLSPRING GLOBAL INVESTMENTS LLC
  • ALLSPRING GLOBAL INVESTMENTS, LLC
  • ALLSPRING GLOBALINVESTMENTS
  • ALLSPRING GOBAL FUND
  • ALLSPRING INTERMEDIATE II LLC
  • ALLSPRING MANAGED ACCOUNTS
  • ALLSPRING MID CAP VALUE
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 Allspring Global Investments's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap56.76%26.94%-20.18 pp
Late contributions79.46%1.71%+7.75 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions79.46%1.76%+7.70 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with Allspring Global Investments. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Allspring Global Investments's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
PartnerShared plans% of book
Asher Kelly22.7%
K&L Gates LLP22.7%
Morgan Lewis & Bockius LLP22.7%
Pellettieri, Rabstein & Altman22.7%
Winston & Strawn LLP22.7%
Baum Sigman Auerbach & Neuman, Ltd.11.4%
Blitman & King LLP11.4%
Bradley L. Middleton, PC11.4%
Brady, McGuire & Steinberg, PC11.4%
Brownstein Hyatt Farber Schreck LLP11.4%