BlackRock
custodian264 known aliases resolved via the canonical alias map
Market position · 2024
Plans served555-23 YoYRank #47 of mapped providers
Assets under administration$1.17T1.3%Market share · rank #7
Fees received$131MMedian $41,081/planSum across Schedule C direct + indirect
Net wins YoY-1864 won · 82 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 BlackRock plan look like?
Service mix · median fees per plan
Count of plans where BlackRock ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Investment managementCode 28 | 308 | $23,274 | |
Trustee (discretionary); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment management; Investment management fees paid directly by plan; Other feesCode 21 | 178 | $71,498 | |
Investment management; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 16 | $28,661 | |
Investment management fees paid directly by plan; Securities brokerage commissions and feesCode 51 | 13 | $125,897 | |
Investment management fees paid indirectly by planCode 52 | 10 | $0 | |
Other services; Other commissions; Other feesCode 49 | 6 | $28,087 | |
Other fees; Investment management fees paid directly by plan; Direct payment from the planCode 50 | 6 | $91,095 | |
Investment management; Investment advisory (participants); Consulting (pension); Investment advisory (plan)Code 17 | 4 | $74,508 |
Competitor overlap
Percent of BlackRock'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 BlackRock.
| Sponsor | From | Assets |
|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | Cloudberry Creative Inc. | $11.5B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | JPMorgan Chase | $4.7B |
UNITED BENEFITS GROUPMO · 010689331-001 | Blackstone Real Estate | $3.5B |
BALL CORPORATIONCO · 350160610-030 | Voya | $2.3B |
FUJITSU NORTH AMERICA, INC.CA · 464314843-003 | O.G. Law, LLC | $1.5B |
FIRST HORIZON CORPORATIONTN · 620803242-002 | Office Team | $1.1B |
FIRST-CITIZENS BANK & TRUST COMPANYNC · 560223230-001 | WTW | $1.1B |
BALL CORPORATIONCO · 350160610-001 | Northern Trust | $901M |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | Health Services & Benefit Administration | $713M |
TEXAS CHILDREN'STX · 760461578-001 | Hoisington Investment Management Co | $679M |
Plans lost in 2024
Appeared last year under BlackRock; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UpToDate, Inc. | $16.2B |
BAE SYSTEMS, INC.VA · 223537950-003 | Aon | $9.4B |
AON CORPORATIONGA · 363051915-020 | Vanguard | $6.2B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | Edelman Financial Engines | $5.7B |
NEXTERA ENERGY, INC.FL · 592449419-001 | Boston Partners Global Investors | $5.1B |
BMO FINANCIAL CORP.IL · 510275712-001 | Empower | $4.5B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | International Union of Painters and Allied Trades | $4.2B |
KOCH COMPANIES, LLCKS · 992447784-002 | Vanguard | $3.9B |
HSBC NORTH AMERICA HOLDINGS INC.IL · 232186091-001 | Alight | $3.6B |
EASTMAN KODAK COMPANYNY · 160417150-001 | Morgan Lewis & Bockius LLP | $3.5B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $1M | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $3M | 10y | 2 |
WALMART INC.AR · 710415188-003 | $50.8B | 1,970,230 | $4M | 10y | - |
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $4M | 7y | - |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $1M | 4y | - |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $4M | 10y | 1 |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $1M | 10y | - |
THE PROCTER & GAMBLE COMPANYOH · 310411980-002 | $22.0B | 69,403 | $590,314 | 10y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $217,415 | 4y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $238,835 | 3y | - |
Flag exposure
91.9%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 (264)
Raw Schedule C names collapsed into BlackRock.
- ARENICH MASSENA
- ARENTFOX
- ARES EIF MANAGEMENT LLC
- ARES SPECIAL OPPORTUNITIES FUND
- ARES STRATEGIC INC FUND
- ARETE ADVISORS, LLC
- ARETE ASSOCIATES, INC
- ARETE INS AGENCY LLC
- ARETE INS. AGENCY LLC
- ARETE PARTNERS LLC
- ARETE WEALTH MANAGEMENT
- ARETE WEALTH MANAGEMENT, LLC
- AREVEST WEALTH MANAGEMENT
- ARGA INVESTMENT MANAGEMENT, LP
- ARGENT
- ARGENT FINANCIAL
- ARGENT FINANCIAL GROUP
- ARGENT INSTITUTIONAL SERVICES
- ARGENT INSURANCE
- ARGENT RETIREMENT PLAN
- ARGENT RETIREMENT PLN ADVISORS LLC
- ARGENT WEALTH LLC
- ARGENTIERE
- ARGI
- ARGI FINANCIAL GROUP
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 BlackRock'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 | 9 | 1.62% | 7.76% | -6.14 pp |
| Fidelity bond gap | 5 | 0.90% | 26.94% | -26.04 pp |
| Late contributions | 45 | 8.11% | 1.71% | +6.39 pp |
| Failed to provide benefit | 2 | 0.36% | 0.14% | +0.22 pp |
| Corrective distributions | 41 | 7.39% | 1.76% | +5.63 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 BlackRock. Compare to the incumbent market share (0.8%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.8 pp vs incumbent
Frequent partners by role
Who else shows up on BlackRock'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 |
|---|---|---|
| WTW | 147 | 26.5% |
| PIMCO | 117 | 21.1% |
| Aon | 78 | 14.1% |
| Mercer | 73 | 13.2% |
| NISA Investment Advisors | 58 | 10.4% |
| MFS Funds | 53 | 9.6% |
| Dodge & Cox | 50 | 9.0% |
| Goldman Sachs Asset Management | 47 | 8.5% |
| Wellington Company LLP | 42 | 7.6% |
| Loomis Sayles | 40 | 7.2% |
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).