LSV Asset Management
advisor45 known aliases resolved via the canonical alias map
Market position · 2024
Plans served98-2 YoYRank #204 of mapped providers
Assets under administration$251.7B0.3%Market share · rank #47
Fees received$34MMedian $225,726/planSum across Schedule C direct + indirect
Net wins YoY+25 won · 3 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 LSV Asset Management plan look like?
Service mix · median fees per plan
Count of plans where LSV Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 86 | $235,215 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 51 | 4 | $167,643 | |
Investment management fees paid indirectly by planCode 52 | 3 | $0 | |
Employee (plan)Code 30 | 2 | $61,464 | |
Custodial (securities); Named fiduciary; Direct payment from the plan; Investment management; Securities brokerage; Investment management fees paid directly by plan; Investment advisory (plan)Code 19 | 1 | $226,569 | |
Investment advisory (plan); Investment management; Securities brokerage; Investment management fees paid directly by planCode 27 | 1 | $59,770 | |
Direct payment from the plan; Investment management fees paid directly by planCode 50 | 1 | $31,354 |
Competitor overlap
Percent of LSV Asset 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 LSV Asset Management.
| Sponsor | From | Assets |
|---|---|---|
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | Fabulous Inc | $5.0B |
CONTINENTAL CASUALTY COMPANYIL · 362114545-005 | Alight | $2.5B |
B OF T IBEW LOCAL 640 & AZ CHAPTER NECA DB PENSION PLANAZ · 860323980-001 | BMO Harris Bank N.A. | $229M |
BOARD OF TRUSTEES OF THE SOUTHERN CALIFORNIACA · 956835541-002 | UNION BANK | $38M |
Plans lost in 2024
Appeared last year under LSV Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND OF KANSAS CITYMO · 436108379-001 | Wellington Trust Company | $1.3B |
BOARD OF TRUSTEES I.U.O.E. LOCAL 14-14B PENSION FUNDNY · 112392157-001 | Wilmington Trust | $304M |
BOARD OF TRUSTEES MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS' ANNUITYMD · 541999516-001 | Eastern Atlantic States Carpenters | $122M |
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 | $520,451 | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 6y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $733,243 | 9y | 1 |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $2M | 10y | 1 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $3M | 9y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $564,518 | 7y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $313,780 | 10y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $625,167 | 10y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $567,830 | 10y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $1M | 10y | - |
Flag exposure
99.0%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 (45)
Raw Schedule C names collapsed into LSV Asset Management.
- EMPLOYEE ID 416611
- EMPLOYEE ID 416845
- EMPLOYEE ID 434
- EMPLOYEE ID 437
- EMPLOYEE ID 447
- EMPLOYEE ID 448588
- EMPLOYEE ID 462
- EMPLOYEE ID 469
- EMPLOYEE ID 490
- EMPLOYEE ID 507
- EMPLOYEE ID 524
- EMPLOYEE ID 526
- EMPLOYEE ID 528
- LSV
- LSV ASSET
- LSV ASSET MANAGEMENT
- LSV ASSET MANAGEMENT COMPANY
- LSV ASSET MANAGEMENT INTERNATIONAL
- LSV ASSET MANAGEMENT INTRNATIONAL
- LSV ASSET MANAGEMENT LLC
- LSV ASSET MANAGEMENT, LLC
- LSV ASSET MANAGER
- LSV ASSET MANAGERS
- LSV ASSET MANAGMENT
- LSV ASSET MANGEMENT
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 LSV Asset 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 | 1.02% | 7.76% | -6.74 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 3.06% | 1.71% | +1.35 pp |
| Failed to provide benefit | 1 | 1.02% | 0.14% | +0.88 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 1.02% | 0.00% | +1.02 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with LSV Asset 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 LSV Asset 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 |
|---|---|---|
| Proskauer Rose LLP | 9 | 9.2% |
| Groom Law Group, Chartered | 7 | 7.1% |
| Morgan Lewis & Bockius LLP | 6 | 6.1% |
| Archer Byington Glennon & Levine | 5 | 5.1% |
| Seyfarth Shaw LLP | 5 | 5.1% |
| Johnson & Krol LLC | 4 | 4.1% |
| Laner Muchin Ltd. | 4 | 4.1% |
| O'Donoghue & O'Donoghue LLP | 4 | 4.1% |
| Reinhart Boerner Van Deuren S.C. | 4 | 4.1% |
| Virginia & Ambinder, LLP | 4 | 4.1% |
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).