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Fiera Capital

Matched across 15 name variants in the filings

Fiera Capital summary

Fiera Capital appears on 20 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $21.9B in assets for 175,229 participants. The median client plan holds $691M. Most client plans are sponsored in CA, MI and PA. The largest clients by plan assets are The Bank of New York Mellon, Valero Energy Corporation and Bot of IUOE Stationary Engineers Local 39 Pension Plan. Plans reported $3.9M in direct and indirect compensation paid to Fiera Capital. The median is $162K per plan.

Participants
175,229
Median plan assets
$691M
Median plan participants
4,930
Median fees per plan
$162K
Schedule C direct + indirect

Top 20 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
The Bank of New York MellonPA$5.5B52,836
Valero Energy CorporationTX$2.9B11,844
Bot of IUOE Stationary Engineers Local 39 Pension PlanCA$2.2B10,820
Board of Trustees Automotive Industries Pension PlanCA$2.2B22,623
Board of Trustees, Sheet Metal Workers' Pension PlanCA$1.6B11,699
Wellstar Health System, Inc., plan 003GA$1.5B21,242
U a Local Union Officers & Employees Pension FundMD$1.4B6,198
Local No. 731, I.B. of T., Pension FundIL$1.1B8,408
Bay Area Painters and Tapers Pension Trust FundCA$775M8,397
Cement Masons Pension Trust Fund for N.calCA$775M5,984
Trustees of the Smart Local 265 Pension FundIL$607M3,363
Bot of Resilient Floor Covering Pension FundCA$446M3,876
Teamsters' Construction IndustryPA$259M2,000
Asbestos Workers Philadelphia Pension FundPA$238M1,471
Board of Trustees Michiana Area Electrical Workers Pension FundMI$228M2,251
Otsuka America Pharmaceutical, Inc.NJ$137M394
Board of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4MI$61.8M584
Board of Trustees, Iatse Local 38 Pension FundMI$36.4M1,239
Idaho Operating Engineers-Employers PensWA$17.3M0
Wellstar Health System, Inc., plan 005GA$00

Top client states

  • CA6 plans
  • MI3 plans
  • PA3 plans
  • GA2 plans
  • IL2 plans

Frequently asked questions

Who uses Fiera Capital?
20 retirement plans list Fiera Capital as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Bank of New York Mellon, Valero Energy Corporation, Bot of IUOE Stationary Engineers Local 39 Pension Plan, Board of Trustees Automotive Industries Pension Plan and Board of Trustees, Sheet Metal Workers' Pension Plan. Most client plans are sponsored in CA, MI and PA.
How many plans does Fiera Capital serve?
Fiera Capital serves 20 retirement plans with $21.9B in plan assets and 175,229 participants, based on the latest Form 5500 filings through 2024.
What does Fiera Capital charge?
Plans reported $3.9M in total Schedule C compensation paid to Fiera Capital. The median plan paid $162K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served20-3 YoYRank #793 of mapped providers
Assets under administration$21.9B0.0%Rank #634 by share of filed assets
Fees received$4MMedian $161,782/planSum across Schedule C direct + indirect
Net wins YoY-31 won - 4 lostPlan-level switch detection

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