Janus Capital Management
advisor30 known aliases resolved via the canonical alias map
Market position · 2024
Plans served42-14 YoYRank #427 of mapped providers
Assets under administration$61.8B0.1%Market share · rank #256
Fees received$8MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY-126 won · 18 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 Janus Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Janus Capital Management 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 | 32 | $0 | |
Employee (plan); Direct payment from the planCode 30 | 4 | $52,154 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $0 | |
Direct payment from the plan; Contract AdministratorCode 13 | 1 | $22,360 | |
Trustee (directed); Soft dollars commissions; Investment management fees paid directly by planCode 25 | 1 | $899,990 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 1 | $1,025,241 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 1 | $403,028 |
Competitor overlap
Percent of Janus Capital Management'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 Janus Capital Management.
| Sponsor | From | Assets |
|---|---|---|
DUFRESNE SPENCER GROUP HOLDINGS, LLCTN · 061668247-001 | Invesco | $29M |
NITE IZE, INC.CO · 841105569-001 | T. Rowe Price | $13M |
OVERSEAS HARDWOODS COMPANYAL · 630709276-001 | Employee Fiduciary, LLC | $12M |
CTI III LLCCA · 472890879-001 | Great Banc Trust Company | $8M |
STEWART'S SLEEP CENTER, INCFL · 592043978-001 | AB Funds | $5M |
REVIVE HEALTH SENIOR CENTER, LLCNV · 832504049-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under Janus Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | Victory Capital | $8.3B |
TRAVELERS COMPANIES, INC.MN · 410518860-001 | Janus Henderson Investors | $4.2B |
QUAD/GRAPHICS, INC.WI · 391152983-003 | Mariner Institutional | $2.1B |
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUNDNY · 136190433-074 | MTDC Welfare Fund | $1.8B |
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUNDNY · 136358540-076 | Janus Henderson Investors | $913M |
CAPITAL BLUE CROSSPA · 230455154-002 | BlackRock | $454M |
BOARD OF TRUSTEES OF NEWSPAPER AND MAIL DELIVERERS' PUBLISHERS' PENSIONY · 136122251-001 | Prudential | $118M |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | Lombard Securities Inc. | $97M |
QUANTUM IMAGING & THERAPEUTIC ASSOCIATES, INC.PA · 251792806-002 | Strategic Advisers | $66M |
DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.FL · 592049716-001 | T. Rowe Price | $26M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $1M | 9y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $899,990 | 7y | 1 |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $1M | 9y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $1M | 10y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $53,371 | 2y | - |
PINNACLE WEST CAPITAL CORPORATIONAZ · 860512431-001 | $3.1B | 15,460 | $156,129 | 9y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $25,529 | 3y | - |
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | $1.9B | 11,372 | $591,941 | 10y | - |
BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUNDDC · 526074345-001 | $1.5B | 62,697 | $569,748 | 10y | - |
ELECTRICAL WORKERS LOCAL NO 26 PENSION TRUST FUNDMD · 526117919-001 | $1.0B | 13,539 | $403,028 | 10y | - |
Flag exposure
88.1%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 (30)
Raw Schedule C names collapsed into Janus Capital Management.
- DEAWM TRUST DISTRIBUTORS, INC.
- DEAWN DISTRIBUTIORS, INC.
- DEAWN TRUST COMPANY
- DEBBI MCLAIN
- DEBBI WOOTON
- DEBBIE FEHR
- DEBBIE FOISY
- DEBBIE KEPLINGER
- DEBBIE KWIATEK
- DEBBIE MITCHELL
- DEBEVOISE AND PLIMPLTON LLP
- JANUS
- JANUS ADVISOR INC
- JANUS CAPITAL
- JANUS CAPITAL CORP
- JANUS CAPITAL GROUP
- JANUS CAPITAL GROUP COMPANY
- JANUS CAPITAL LLC
- JANUS CAPITAL MANAGEMENT
- JANUS CAPITAL MANAGEMENT INC
- JANUS CAPITAL MANAGEMENT LLC
- JANUS CAPITAL MANAGEMENT, INC
- JANUS CAPITAL MANAGEMENT, LLC
- JANUS CAPITAL MANAGMENT
- JANUS CAPITAL MGMT
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 Janus Capital Management'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 | 1 | 2.38% | 7.76% | -5.38 pp |
| Fidelity bond gap | 3 | 7.14% | 26.94% | -19.80 pp |
| Late contributions | 7 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 10 | 23.81% | 1.76% | +22.05 pp |
| Loss discovered | 1 | 2.38% | 0.00% | +2.38 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Janus Capital Management. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Janus Capital Management'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 |
|---|---|---|
| Archer Byington Glennon & Levine | 2 | 4.8% |
| Kroll Heineman Ptasiewicz & Parsons | 2 | 4.8% |
| Proskauer Rose LLP | 2 | 4.8% |
| Susanin Widman & Brennan PC | 2 | 4.8% |
| Abato, Rubenstein & Abato, P.A. | 1 | 2.4% |
| Arnold & Kadjan LLP | 1 | 2.4% |
| Barnes & Thornburg LLP | 1 | 2.4% |
| Cary Kane LLP | 1 | 2.4% |
| Cohen Weiss & Simon LLP | 1 | 2.4% |
| Colleran O'Hara & Mills LLP | 1 | 2.4% |