American Century
advisor51 known aliases resolved via the canonical alias map
Market position · 2024
Plans served93+6 YoYRank #216 of mapped providers
Assets under administration$45.2B0.1%Market share · rank #353
Fees received$5MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY+716 won · 9 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 American Century plan look like?
Service mix · median fees per plan
Count of plans where American Century ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 82 | $0 | |
Other investment fees and expenses; Investment management fees paid indirectly by planCode 52 | 5 | $0 | |
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $27,624 | |
Investment management fees paid indirectly by plan; Accounting (including auditing)Code 10 | 1 | $0 | |
Investment management fees paid directly by planCode 51 | 1 | $1,792,972 | |
Sub-transfer agency feesCode 60 | 1 | $0 | |
Distribution (12b-1) feesCode 63 | 1 | $4,460 |
Competitor overlap
Percent of American Century'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 American Century.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDSCA · 941285319-001 | MARIA RIVERA | $512M |
BOARD OF TRUSTEES OF THE HOTEL INDUSTRY-ILWU PENSION PLANHI · 996027621-001 | Lemke, Chinen & Tanaka, CPA, Inc. | $319M |
BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDSCA · 941285319-002 | MARIA RIVERA | $198M |
BOARD OF TRUSTEES OF THE ILWU (HAWAII) EMPLOYERS GENERAL PENSION TRUSTHI · 996027623-001 | Pacific Administrators Inc. | $91M |
DINE' DEVELOPMENT CORPORATIONAZ · 770651649-001 | John Hancock | $42M |
APR SUPPLY COMPANYPA · 231954135-001 | Invesco | $30M |
METLIFE LEGAL PLANS, INC.OH · 341650967-333 | Goldman Sachs Asset Management | $17M |
M-FILES, INC.TX · 900444506-001 | T. Rowe Price | $12M |
CAHEC MANAGEMENT, INC.NC · 843628117-001 | T. Rowe Price | $9M |
ENDOTRONIX, INC.IL · 260305050-001 | (new plan) | $9M |
Plans lost in 2024
Appeared last year under American Century; not this year.
| Sponsor | To | Assets |
|---|---|---|
DESERT SANDS PUBLIC CHARTER, INC.CA · 481272886-001 | Pensionmark Financial Group | $124M |
MANHATTAN BEER DISTRIBUTORS LLCNY · 133992843-001 | T. Rowe Price | $118M |
KWPH ENTERPRISES DBA AMERICAN AMBULANCECA · 942281434-001 | Fidelity Investments | $35M |
ERP INTERNATIONAL, LLCMD · 205784301-001 | ADP | $29M |
SUMMIT CARE II, INC.FL · 593734290-001 | (new plan) | $12M |
CLICKDIMENSIONS LLCGA · 272936767-001 | (new plan) | $4M |
CORECENTRIC SOLUTIONS, INC.IL · 364034150-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $687,084 | 2y | - |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-002 | $7.3B | 46,258 | $2M | 10y | 1 |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $573,939 | 5y | - |
FARMERS GROUP, INC.CA · 950725935-002 | $5.0B | 28,962 | $941,601 | 10y | - |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | $4.2B | 35,450 | $37,346 | 5y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $327,308 | 10y | - |
EUROFINS NSC US, INC.PA · 273225082-002 | $1.3B | 19,888 | $0 | 7y | 2 |
ASCENSUS, LLC.PA · 113665754-001 | $622M | 6,097 | $0 | 8y | 1 |
BOARD OF TRUSTEES OF U. A. LOCAL 38 TRUST FUNDSCA · 941285319-001 | $555M | 2,816 | $60,517 | 2y | - |
BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLANMD · 522187219-001 | $522M | 6,127 | $0 | 8y | - |
Flag exposure
79.6%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 (51)
Raw Schedule C names collapsed into American Century.
- ADVISORS INNER CIRCLE CAMBIAR SMALL
- ADVISORY RESEARCH INVESTMENT MGNT
- ADVISORY RESEARCH S/M CAP EF II, LP
- ADVISORY SERVICES & INVESTMENTS, LL
- ADVISORY SERVICES CORPORATION
- ADVISORY SOUTH
- ADVISTED ASSETS GROUP, LLC
- ADVIZRS, INC
- ADVOCATE INVESTMENT ADVISORS, LLC
- ADVOCATE INVESTMENTS ADVISORS, LLC
- ADVOCATES INVESTMENT MANAGEMENT
- AMER CENT MID CAP VALUE INV
- AMERCAN CENTURY INVESTMENTS
- AMERICA CENTURY INVESTEMENTS
- AMERICAN CENTRY
- AMERICAN CENTUARY INVESTMENTS
- AMERICAN CENTURT
- AMERICAN CENTURY
- AMERICAN CENTURY 43-1646043
- AMERICAN CENTURY 43-1819235
- AMERICAN CENTURY 44-6006315
- AMERICAN CENTURY 77-0273954
- AMERICAN CENTURY EMG MRKTS R6
- AMERICAN CENTURY FUNDS
- AMERICAN CENTURY GOV BOND R5
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 American Century'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 | 5 | 5.38% | 26.94% | -21.56 pp |
| Late contributions | 22 | 23.66% | 1.71% | +21.94 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 24 | 25.81% | 1.76% | +24.05 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 American Century. 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 American Century'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 |
|---|---|---|
| Proskauer Rose LLP | 3 | 3.2% |
| Law Firm of James P Baker | 2 | 2.1% |
| Yee & Kawashima LLLP | 2 | 2.1% |
| Asher Kelly | 1 | 1.1% |
| Barlow Coughran Morales & Josephson | 1 | 1.1% |
| Cohen Weiss & Simon LLP | 1 | 1.1% |
| Covington & Burling LLP | 1 | 1.1% |
| Gibson Dunn & Crutcher LLP | 1 | 1.1% |
| Larry Magarik, Esq. | 1 | 1.1% |
| Lewis Brisbois Bisgaard & Smith | 1 | 1.1% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).