Who uses LSV Asset Management?

85 retirement plans list LSV Asset Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bank of America Corporation, National Rural Electric Cooperative Association, Board of Trustees of 1199SEIU Health Care Employees Pension Fund and National Elevator Industry Pension Plan Plan Board of Trustees. Most client plans are sponsored in IL, NY and CT.

How many plans does LSV Asset Management serve?

LSV Asset Management serves 85 retirement plans with $232.1B in plan assets and 2,423,722 participants, based on the latest Form 5500 filings through 2024.

What does LSV Asset Management charge?

Plans reported $32.4M in total Schedule C compensation paid to LSV Asset Management. The median plan paid $227K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

LSV Asset Management

Matched across 18 name variants in the filings

LSV Asset Management summary

LSV Asset Management appears on 85 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $232.1B in assets for 2,423,722 participants. The median client plan holds $1.2B. Most client plans are sponsored in IL, NY and CT. The largest clients by plan assets are Bank of America Corporation, National Rural Electric Cooperative Association and Board of Trustees of 1199SEIU Health Care Employees Pension Fund. Plans reported $32.4M in direct and indirect compensation paid to LSV Asset Management. The median is $227K per plan.

Participants: 2,423,722
Median plan assets: $1.2B
Median plan participants: 9,055
Median fees per plan: $227K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Bank of America Corporation	RI	$19.9B	154,763
National Rural Electric Cooperative Association, plan 444	VA	$19.1B	82,085
Board of Trustees of 1199SEIU Health Care Employees Pension Fund	NY	$19.0B	301,189
National Rural Electric Cooperative Association, plan 333	VA	$13.3B	76,938
National Elevator Industry Pension Plan Plan Board of Trustees	PA	$12.2B	54,107
Wells Fargo & Company	MN	$8.5B	157,353
Trustees of UFCW Int'L Union - Industry Pension Fund	IL	$8.2B	204,155
Board of Trustees Boilermaker-Blacksmith National	MO	$7.8B	80,906
Deseret Mutual Benefit Administrators	UT	$7.5B	31,547
Firstenergy Corp.	OH	$6.1B	35,999
Trustees of the Midwest Operating Engineers Pension Trust Fund	IL	$6.0B	31,707
Bot of the North Atlantic States Carpenters Pension Fund	MA	$5.4B	45,320
Board of Trustees of Nycdcc Pension Fund	NY	$5.4B	30,149
BD of Tr of the Pension, Hosp & Benefit PL of the Elec Ind-Pension	NY	$5.3B	40,749
BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund	IL	$5.2B	30,331
Trustees of I.B. of T. Union Local 710 Pension Fund	IL	$5.0B	21,316
Pension Committee of MLB Players Benefit Plan	MD	$4.8B	10,051
Board of Trustees of the Building Service 32BJ Pension Fund	NY	$4.6B	121,234
Board of Trustees, Locals 302 & 612 of the IUOE -	WA	$3.8B	21,271
Umwa 1974 Pension Trust Board of Trustees	DC	$3.8B	71,051
Trustees of Carpenters Benefit Plans of St. Louis	MO	$3.4B	27,598
Factory Mutual Insurance Company	RI	$3.4B	9,055
Board of Trustees, UFCW No. California Employers Joint Pension Plan	CA	$2.9B	136,045
Continental Casualty Company	IL	$2.7B	8,975
Board of Trustees of Eca Chicago and Local Union 134 IBEW Pension Plan	IL	$2.7B	19,809

Bank of America Corporation$19.9B
RIParticipants 154,763
National Rural Electric Cooperative Association, plan 444$19.1B
VAParticipants 82,085
Board of Trustees of 1199SEIU Health Care Employees Pension Fund$19.0B
NYParticipants 301,189
National Rural Electric Cooperative Association, plan 333$13.3B
VAParticipants 76,938
National Elevator Industry Pension Plan Plan Board of Trustees$12.2B
PAParticipants 54,107
Wells Fargo & Company$8.5B
MNParticipants 157,353
Trustees of UFCW Int'L Union - Industry Pension Fund$8.2B
ILParticipants 204,155
Board of Trustees Boilermaker-Blacksmith National$7.8B
MOParticipants 80,906
Deseret Mutual Benefit Administrators$7.5B
UTParticipants 31,547
Firstenergy Corp.$6.1B
OHParticipants 35,999
Trustees of the Midwest Operating Engineers Pension Trust Fund$6.0B
ILParticipants 31,707
Bot of the North Atlantic States Carpenters Pension Fund$5.4B
MAParticipants 45,320
Board of Trustees of Nycdcc Pension Fund$5.4B
NYParticipants 30,149
BD of Tr of the Pension, Hosp & Benefit PL of the Elec Ind-Pension$5.3B
NYParticipants 40,749
BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund$5.2B
ILParticipants 30,331
Trustees of I.B. of T. Union Local 710 Pension Fund$5.0B
ILParticipants 21,316
Pension Committee of MLB Players Benefit Plan$4.8B
MDParticipants 10,051
Board of Trustees of the Building Service 32BJ Pension Fund$4.6B
NYParticipants 121,234
Board of Trustees, Locals 302 & 612 of the IUOE -$3.8B
WAParticipants 21,271
Umwa 1974 Pension Trust Board of Trustees$3.8B
DCParticipants 71,051
Trustees of Carpenters Benefit Plans of St. Louis$3.4B
MOParticipants 27,598
Factory Mutual Insurance Company$3.4B
RIParticipants 9,055
Board of Trustees, UFCW No. California Employers Joint Pension Plan$2.9B
CAParticipants 136,045
Continental Casualty Company$2.7B
ILParticipants 8,975
Board of Trustees of Eca Chicago and Local Union 134 IBEW Pension Plan$2.7B
ILParticipants 19,809

Top client states

IL18 plans
NY16 plans
CT5 plans
DC4 plans
MA4 plans

Frequently asked questions

Who uses LSV Asset Management?: 85 retirement plans list LSV Asset Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bank of America Corporation, National Rural Electric Cooperative Association, Board of Trustees of 1199SEIU Health Care Employees Pension Fund and National Elevator Industry Pension Plan Plan Board of Trustees. Most client plans are sponsored in IL, NY and CT.
How many plans does LSV Asset Management serve?: LSV Asset Management serves 85 retirement plans with $232.1B in plan assets and 2,423,722 participants, based on the latest Form 5500 filings through 2024.
What does LSV Asset Management charge?: Plans reported $32.4M in total Schedule C compensation paid to LSV Asset Management. The median plan paid $227K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served85-6 YoYRank #214 of mapped providers

Assets under administration$232.1B0.3%Rank #62 by share of filed assets

Fees received$32MMedian $226,569/planSum across Schedule C direct + indirect

Net wins YoY+03 won - 3 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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5-year plans-served trajectory
Customer-base shape
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Top plans by assets

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