Filings through .
Copeland
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served4+1 YoYRank #2797 of mapped providers
Assets under administration$1.2B0.0%Rank #4422 by share of filed assets
Fees received$225,051Median $52,586/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Copeland as recordkeeper and list their funds in their filing.
Plans
1
$22.5M in funds
In collective trusts
51%
average plan
In Copeland funds
0%
average plan
In index funds
0%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| BlackRock | 1 |
| PIMCO (Allianz) | 1 |
Target-date series
None.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.