Harding Loevner
advisor21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served25-6 YoYRank #691 of mapped providers
Assets under administration$54.1B0.1%Market share · rank #295
Fees received$5MMedian $24,372/planSum across Schedule C direct + indirect
Net wins YoY-51 won · 6 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 Harding Loevner plan look like?
Service mix · median fees per plan
Count of plans where Harding Loevner ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 22 | $26,569 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Claims processingCode 12 | 1 | $0 | |
Investment management fees paid directly by planCode 51 | 1 | $35,757 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of Harding Loevner'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 Harding Loevner.
| Sponsor | From | Assets |
|---|---|---|
PHA AMERICA INCAL · 273279619-001 | American Beacon | $3M |
Plans lost in 2024
Appeared last year under Harding Loevner; not this year.
| Sponsor | To | Assets |
|---|---|---|
NORTHWELL HEALTH, INC.NY · 113418133-006 | NISA Investment Advisors | $2.7B |
THOMSON REUTERS HOLDINGS INC.MN · 061497995-001 | Scott Capital Advisors | $1.6B |
RICELAND FOODS, INC.AR · 710578942-002 | Capital Group | $308M |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | The Segal Company (Midwest) | $194M |
ONEIDA HEALTH SYSTEMS, INC.NY · 161492011-001 | RBC Capital Markets | $43M |
PITCAIRN COMPANYPA · 231209830-002 | Parametric Portfolio Associates | $37M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 8y | - |
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | $12.8B | 49,526 | $921,793 | 10y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $793,221 | 10y | - |
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $686,145 | 3y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $1M | 10y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $713,049 | 9y | - |
BLACK & DECKER (U.S.) INC.MD · 521127357-013 | $718M | 12,751 | $317,391 | 10y | - |
BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLANNY · 133628926-001 | $613M | 13,994 | $158,035 | 9y | - |
BOARD OF TRUSTEES OF U. A. LOCAL 38 TRUST FUNDSCA · 941285319-001 | $555M | 2,816 | $61,529 | 10y | - |
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUNDVA · 874825609-333 | $397M | 3,053 | $28,765 | 4y | - |
Flag exposure
96.0%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 (21)
Raw Schedule C names collapsed into Harding Loevner.
- CONDUENT INCORPORATED DBA CONDUENT
- CONDUIT CAPITAL PARTNERS, LLC
- CONESTOGA
- CONEXUS CPA GROUP
- CONEXUS GROUP
- CONFIER FUND SERVICES LLC
- HARDING
- HARDING FUNDS
- HARDING LOEVNER
- HARDING LOEVNER FUNDS
- HARDING LOEVNER FUNDS HL INTL EQTY
- HARDING LOEVNER FUNDS, INC.
- HARDING LOEVNER INTERNATIONAL
- HARDING LOEVNER LP
- HARDING LOEVNER MANAGEMENT
- HARDING LOEVNER, LP
- HARDING LOEVNOR
- HARDING LOVENER
- HARDING, LOEVNER FUNDS, INC.
- HARDING, LOEVNER MANAGEMENT, LP
- HARDING, LOEVNER, MANAGEMENT LP
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 Harding Loevner'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 | 1 | 4.00% | 26.94% | -22.94 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 | 0 | 0.00% | 1.76% | -1.76 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 Harding Loevner. 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 Harding Loevner'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 |
|---|---|---|
| Proskauer Rose LLP | 3 | 12.0% |
| Harter Secrest & Emery LLP | 2 | 8.0% |
| Mooney, Green, Baker & Saidon PC | 2 | 8.0% |
| Reid & Riege PC | 2 | 8.0% |
| Blake & Uhlig, P.A. | 1 | 4.0% |
| Blitman & King LLP | 1 | 4.0% |
| Branstetter Stranch & Jennings | 1 | 4.0% |
| Cohen Weiss & Simon LLP | 1 | 4.0% |
| Colleran O'Hara & Mills LLP | 1 | 4.0% |
| Law Firm of James P Baker | 1 | 4.0% |