GMO
advisor46 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-1 YoYRank #1768 of mapped providers
Assets under administration$20.2B0.0%Market share · rank #679
Fees received$4MMedian $173,345/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 GMO plan look like?
Service mix · median fees per plan
Count of plans where GMO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the plan; Investment management; Investment management fees paid directly by planCode 28 | 9 | $173,345 |
Competitor overlap
Percent of GMO'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 GMO.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under GMO; not this year.
| Sponsor | To | Assets |
|---|---|---|
BRITISH AIRWAYS PLCNY · 131546240-001 | Russell Investments | $267M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $896,037 | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $743,285 | 10y | - |
ABBOTT LABORATORIESIL · 360698440-300 | $4.2B | 23,300 | $2M | 8y | - |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | $2.1B | 6,047 | $173,345 | 10y | - |
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | $1.2B | 3,192 | $587,060 | 10y | - |
HAJOCA CORPORATIONPA · 232203401-002 | $483M | 7,828 | $93,696 | 10y | - |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | $101M | 665 | $0 | 6y | 1 |
STEWART & TATE, INC.PA · 231624612-002 | $28M | 314 | $0 | 6y | 1 |
ADVANCED RADIOLOGY SERVICES, P.C.MI · 383380785-002 | $18M | 143 | $0 | 2y | - |
Flag exposure
88.9%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 (46)
Raw Schedule C names collapsed into GMO.
- CLEVELAND HAUSWIRTH MANAGEMENT
- COASTAL PENSION SRVICES, INC.
- GMO
- GMO BENCHMARK
- GMO FORESTRY 9
- GMO FORESTY 9
- GMO LLC
- GMO THRESHOLD
- GMO, LLC
- GRANTHAM MAYO VAN OTERLOO & CO. LLC
- GRANTHAM MAYO VAN OTTERLOO
- GRANTHAM MAYO VAN OTTERLOO & CO
- GRANTHAM MAYO VAN OTTERLOO & CO LLC
- GRANTHAM MAYO VAN OTTERLOO & CO LLP
- GRANTHAM MAYO VAN OTTERLOO & CO.
- GRANTHAM MAYO VAN OTTERLOO (GMO)
- GRANTHAM MAYO VAN OTTERLOO CO LLC
- GRANTHAM MAYO VAN OTTERLOO CO LLC (
- GRANTHAM MAYO VANOTTERLOO & CO
- GRANTHAM MAYO VANOTTERLOO & CO LLC
- GRANTHAM, MAYO + VAN OTTERLOO
- GRANTHAM, MAYO VAN OTTERLOO & CO
- GRANTHAM, MAYO, & VAN OTTERLOO
- GRANTHAM, MAYO, VAN OTERLOO CO
- GRANTHAM, MAYO, VAN OTERLOO CO.
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 GMO'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 | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 22.22% | 1.76% | +20.46 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 GMO. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on GMO'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 |
|---|---|---|
| Mitchell Silberberg & Knupp LLP | 2 | 22.2% |
| Holland & Knight LLP | 1 | 11.1% |
| Levenfeld Pearlstein LLC | 1 | 11.1% |
| McDermott Will & Emery LLP | 1 | 11.1% |
| Spector Wolfe McLaughlin & O'Mara | 1 | 11.1% |