Legal & General Investment Management America
advisor131 known aliases resolved via the canonical alias map
Market position · 2024
Plans served135-21 YoYRank #162 of mapped providers
Assets under administration$234.6B0.3%Market share · rank #58
Fees received$36MMedian $141,748/planSum across Schedule C direct + indirect
Net wins YoY-2024 won · 44 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 Legal & General Investment Management America plan look like?
Service mix · median fees per plan
Count of plans where Legal & General Investment Management America ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; LegalCode 28 | 102 | $189,651 | |
Investment advisory (plan); Direct payment from the planCode 27 | 6 | $33,102 | |
Investment management fees paid directly by planCode 51 | 5 | $61,405 | |
Contract Administrator; Direct payment from the planCode 13 | 4 | $429,813 | |
Plan Administrator; Direct payment from the planCode 14 | 4 | $589,154 | |
LegalCode 29 | 3 | $129,569 | |
Employee (plan); Direct payment from the planCode 30 | 3 | $45,197 | |
Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Custodial (securities)Code 19 | 2 | $37,986 |
Competitor overlap
Percent of Legal & General Investment Management America'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 Legal & General Investment Management America.
| Sponsor | From | Assets |
|---|---|---|
TRUIST FINANCIAL CORPORATIONNC · 560939887-003 | Strategic Advisers | $9.2B |
PARKER HANNIFIN CORPORATIONOH · 340451060-080 | Fiduciary Trust Company International | $3.5B |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | Arrowstreet Capital | $2.0B |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | Health Services & Benefit Administration | $713M |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | Sierra Investment Partners, Inc. | $700M |
TEXAS CHILDREN'STX · 760461578-001 | Hoisington Investment Management Co | $679M |
BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLASCA · 946083001-001 | The Segal Company | $526M |
VALEO NORTH AMERICA, INC.MI · 133744485-006 | JPMorgan Chase | $330M |
SCHLAGE LOCK COMPANY LLCIN · 542139412-001 | WTW | $228M |
SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | Private Advisor Group | $212M |
Plans lost in 2024
Appeared last year under Legal & General Investment Management America; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | BlackRock | $4.7B |
WILLIS TOWERS WATSON US LLCVA · 530181291-004 | Goldman Sachs Asset Management | $3.1B |
CHARTER COMMUNICATIONS, INC.NC · 841496755-001 | State Street | $2.6B |
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | INSIGHT INVESTMENT | $2.1B |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | Slevin & Hart PC | $1.5B |
LSC COMMUNICATIONS LLCIL · 853418344-004 | (new plan) | $1.5B |
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-001 | Fidelity Investments | $914M |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | Wellington Group Holdings LLP | $891M |
HORMEL FOODS CORPORATIONMN · 410319970-001 | Curcio Webb, LLC | $880M |
EXCELLUS HEALTH PLAN, INC.NY · 150329043-001 | PLANT & MORAN PLLC | $787M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $972,858 | 7y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $106,855 | 10y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $2M | 10y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $1M | 2y | - |
ELI LILLY AND COMPANYIN · 350470950-002 | $13.1B | 31,411 | $453,120 | 10y | - |
ELI LILLY AND COMPANYIN · 350470950-001 | $11.8B | 49,943 | $141,748 | 10y | - |
TRUIST FINANCIAL CORPORATIONNC · 560939887-003 | $9.2B | 59,476 | $260,069 | 1y | 2 |
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $17,011 | 10y | 1 |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $188,340 | 9y | - |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $414,412 | 7y | - |
Flag exposure
94.8%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 (131)
Raw Schedule C names collapsed into Legal & General Investment Management America.
- ELECTRICAL INSURANCE TRUSTEES
- ELECTRICAL WELFARE TRUST FUND
- ELECTRICAL WRK LOCAL UN 369 RET PLN
- ELECTRICAL WRKRS UNION 369 RET PLAN
- ELECTRO SWITCH CORP.
- ELECTRONIC COMMERCE, INC.
- ELEMCO BUILDING CORP
- ELEMENT CAPITAL FEEDER FUND LIMITED
- ELEMENT PARTNERS II LP
- ELENA D'ATTILIO
- ELENA SHTABEL
- ELEVATE CAPITAL ADVISORS LLC
- ELEVATION CONSULTING
- ELEVATION INVESTMENT CONSULTING
- ELEVATION PARTNERS
- ELEVATIONHR, LLC 401(K) PLAN
- ELEVATOR CONSTRUCTORS ANNUITY & 401
- ELEVATOR CONTROL SERVICE
- ELGEE REHFELD MERTZ LLC
- ELGEE REHFELD MERTZ, LLC
- ELGETHUN CAPITAL MANAGEMENT
- ELGETHUN CAPITAL MANAGEMENT, INC.
- ELI LILLY AND COMPANY
- ELIAN FIDUCIARY
- ELIASSEN GROUP
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 Legal & General Investment Management America'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 | 2 | 1.48% | 7.76% | -6.28 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 2.22% | 1.71% | +0.51 pp |
| Failed to provide benefit | 1 | 0.74% | 0.14% | +0.60 pp |
| Corrective distributions | 3 | 2.22% | 1.76% | +0.46 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 Legal & General Investment Management America. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on Legal & General Investment Management America'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 |
|---|---|---|
| ALSTON & BIRD LLP | 4 | 3.0% |
| Kilpatrick Townsend & Stockton LLP | 4 | 3.0% |
| Groom Law Group, Chartered | 3 | 2.2% |
| Morgan Lewis & Bockius LLP | 3 | 2.2% |
| Baker & Hostetler LLP | 2 | 1.5% |
| Baum Sigman Auerbach & Neuman, Ltd. | 2 | 1.5% |
| K&L Gates LLP | 2 | 1.5% |
| McDermott Will & Emery LLP | 2 | 1.5% |
| Pitta & Giblin LLP | 2 | 1.5% |
| Saltzman & Johnson Law Corporation | 2 | 1.5% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).