How many plans does Hamilton Lane Advisors, LLC serve?

Hamilton Lane Advisors, LLC serves 71 retirement plans with $169.1B in plan assets and 2,731,591 participants, based on the latest Form 5500 filings through 2024.

What does Hamilton Lane Advisors, LLC charge?

Plans reported $18.9M in total Schedule C compensation paid to Hamilton Lane Advisors, LLC. The median plan paid $84K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Hamilton Lane Advisors, LLC

Matched across 48 name variants in the filings

Hamilton Lane Advisors, LLC summary

Hamilton Lane Advisors, LLC appears on 71 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $169.1B in assets for 2,731,591 participants. The median client plan holds $583M. Most client plans are sponsored in NY, PA and MD. The largest clients by plan assets are Board of Trustees of the CPF of the IUOE and Participating Employers, Board of Trustees of 1199SEIU Health Care Employees Pension Fund and Board of Trustees of the I.A.M. National Pension Fund. Plans reported $18.9M in direct and indirect compensation paid to Hamilton Lane Advisors, LLC. The median is $84K per plan.

Participants: 2,731,591
Median plan assets: $583M
Median plan participants: 8,541
Median fees per plan: $84K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Board of Trustees of the CPF of the IUOE and Participating Employers	DC	$27.4B	233,478
Board of Trustees of 1199SEIU Health Care Employees Pension Fund	NY	$19.0B	301,189
Board of Trustees of the I.A.M. National Pension Fund	DC	$16.0B	307,518
3M Company	MN	$8.7B	24,319
Trustees of UFCW Int'L Union - Industry Pension Fund	IL	$8.2B	204,155
Steelworkers Pension Trust	PA	$8.1B	124,466
Carpenters Pension Trust Fund	CA	$6.6B	50,394
Board of Trustees Screen Actors Guild - Producers	CA	$6.1B	65,754
BD of Trustees UFCW Consolidated Pension Fund	GA	$6.0B	337,777
Board of Trustees of Nycdcc Pension Fund	NY	$5.4B	30,149
National Automatic Sprinkler Industry Pension Fund JT Board of Trustee	MD	$5.3B	34,830
Marsh & McLennan Companies, Inc.	NY	$4.2B	35,015
American Electric Power Service Corporation	OH	$4.1B	32,060
Board of Trustees of the American Federation of Musicians and Employe	NY	$3.3B	52,901
Northwell Health, Inc.	NY	$2.9B	46,906
Board of Trustees, Sound Retirement Trust	WA	$2.7B	107,493
Marathon Petroleum Company LP	OH	$2.5B	23,888
Board of Trustees of Carpenters Pension Fund of Illinois	IL	$2.4B	17,807
Trustees of Ohio Carpenters' Pension Plan	MI	$2.1B	31,115
BD of Trustees-Legacy Plan of the National Retirement Fund	NY	$2.0B	176,183
Central Pennsylvania Teamsters Pension Fund, Trustees	PA	$1.6B	24,970
Board of Trustees, Southern California IBEW-Neca	CA	$1.6B	18,310
Trustees of the Pipe Trades Services MN Pension Trust	MN	$1.6B	9,553
Thrivent Financial for Lutherans	MN	$1.4B	10,928
BD of Tees Heating, Piping & Refrigeration Pension Fund	MD	$1.4B	8,132

Board of Trustees of the CPF of the IUOE and Participating Employers$27.4B
DCParticipants 233,478
Board of Trustees of 1199SEIU Health Care Employees Pension Fund$19.0B
NYParticipants 301,189
Board of Trustees of the I.A.M. National Pension Fund$16.0B
DCParticipants 307,518
3M Company$8.7B
MNParticipants 24,319
Trustees of UFCW Int'L Union - Industry Pension Fund$8.2B
ILParticipants 204,155
Steelworkers Pension Trust$8.1B
PAParticipants 124,466
Carpenters Pension Trust Fund$6.6B
CAParticipants 50,394
Board of Trustees Screen Actors Guild - Producers$6.1B
CAParticipants 65,754
BD of Trustees UFCW Consolidated Pension Fund$6.0B
GAParticipants 337,777
Board of Trustees of Nycdcc Pension Fund$5.4B
NYParticipants 30,149
National Automatic Sprinkler Industry Pension Fund JT Board of Trustee$5.3B
MDParticipants 34,830
Marsh & McLennan Companies, Inc.$4.2B
NYParticipants 35,015
American Electric Power Service Corporation$4.1B
OHParticipants 32,060
Board of Trustees of the American Federation of Musicians and Employe$3.3B
NYParticipants 52,901
Northwell Health, Inc.$2.9B
NYParticipants 46,906
Board of Trustees, Sound Retirement Trust$2.7B
WAParticipants 107,493
Marathon Petroleum Company LP$2.5B
OHParticipants 23,888
Board of Trustees of Carpenters Pension Fund of Illinois$2.4B
ILParticipants 17,807
Trustees of Ohio Carpenters' Pension Plan$2.1B
MIParticipants 31,115
BD of Trustees-Legacy Plan of the National Retirement Fund$2.0B
NYParticipants 176,183
Central Pennsylvania Teamsters Pension Fund, Trustees$1.6B
PAParticipants 24,970
Board of Trustees, Southern California IBEW-Neca$1.6B
CAParticipants 18,310
Trustees of the Pipe Trades Services MN Pension Trust$1.6B
MNParticipants 9,553
Thrivent Financial for Lutherans$1.4B
MNParticipants 10,928
BD of Tees Heating, Piping & Refrigeration Pension Fund$1.4B
MDParticipants 8,132

Top client states

NY17 plans
PA8 plans
MD7 plans
CA5 plans
IL4 plans

Frequently asked questions

Who uses Hamilton Lane Advisors, LLC?: 71 retirement plans list Hamilton Lane Advisors, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of the CPF of the IUOE and Participating Employers, Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Board of Trustees of the I.A.M. National Pension Fund, 3M Company and Trustees of UFCW Int'L Union - Industry Pension Fund. Most client plans are sponsored in NY, PA and MD.
How many plans does Hamilton Lane Advisors, LLC serve?: Hamilton Lane Advisors, LLC serves 71 retirement plans with $169.1B in plan assets and 2,731,591 participants, based on the latest Form 5500 filings through 2024.
What does Hamilton Lane Advisors, LLC charge?: Plans reported $18.9M in total Schedule C compensation paid to Hamilton Lane Advisors, LLC. The median plan paid $84K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served71-2 YoYRank #265 of mapped providers

Assets under administration$169.1B0.2%Rank #86 by share of filed assets

Fees received$19MMedian $84,375/planSum across Schedule C direct + indirect

Net wins YoY+09 won - 9 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Hamilton Lane Advisors as recordkeeper and list their funds in their filing.

Plans

$87.6M in funds

In collective trusts

13%

average plan

In Hamilton Lane Advisors funds

average plan

In index funds

average plan

Top managers in these lineups

Manager	Plans
Vanguard	1
Dodge & Cox	1
Ullico	1
Causeway Capital	1
Wellington	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.