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BLOOMBERG FINANCE LP

22 known aliases resolved via the canonical alias map

Market position · 2024

Plans served37-1 YoYRank #461 of mapped providers
Assets under administration$226.6B0.3%Market share · rank #66
Fees received$3MMedian $30,111/planSum across Schedule C direct + indirect
Net wins YoY-24 won · 6 lostPlan-level switch detection

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Bloomberg Finance LP - retirement plan analytics - PlanOptica