MetLife Investment Management
advisor27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served25-8 YoYRank #733 of mapped providers
Assets under administration$70.9B0.1%Market share · rank #222
Fees received$9MMedian $225,113/planSum across Schedule C direct + indirect
Net wins YoY-92 won · 11 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 MetLife Investment Management plan look like?
Service mix · median fees per plan
Count of plans where MetLife Investment Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Named fiduciaryCode 28 | 18 | $182,329 | |
Investment management fees paid directly by plan; Investment management; Soft dollars commissions; Investment advisory (plan)Code 27 | 4 | $161,412 | |
Investment management fees paid directly by planCode 51 | 2 | $924,434 | |
Plan Administrator; Investment management; Contract AdministratorCode 13 | 1 | $435,948 |
Competitor overlap
Percent of MetLife Investment 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 MetLife Investment Management.
| Sponsor | From | Assets |
|---|---|---|
THE WILLIAMS COMPANIES, INC.OK · 730569878-001 | Fidelity Employer Services Company | $1.4B |
SOUTHERN INDIANA GAS & ELECTRIC COMPANYIN · 350672570-002 | Transamerica | $39M |
Plans lost in 2024
Appeared last year under MetLife Investment Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHELL USA, INC.TX · 131299890-001 | Prudential | $15.1B |
BOT, WA STATE PLUMBING AND PIPEFITTING INDUSTRY PENSION PLANWA · 916029141-001 | Barlow & Coughran, P.S. | $1.2B |
INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERSMD · 536001417-004 | WITHUM | $896M |
HORMEL FOODS CORPORATIONMN · 410319970-001 | Curcio Webb, LLC | $880M |
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.FL · 592015694-001 | PLANT & MORAN PLLC | $497M |
HORMEL FOODS CORPORATIONMN · 410319970-002 | Curcio Webb, LLC | $297M |
SENECA FOODS CORPORATIONNY · 160733425-001 | Aon | $294M |
MCWANE, INC.AL · 630139000-035 | Harbert Mezzanine Partners III, LP | $223M |
BLUE CROSS AND BLUE SHIELD ASSOCIATIONIL · 135656874-001 | PLANT & MORAN PLLC | $219M |
WAKEFERN FOOD CORP.NJ · 221434516-001 | Northern Trust | $124M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $2M | 2y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $1M | 6y | - |
METLIFE GROUP, INC.NJ · 550790010-003 | $8.3B | 32,414 | $1M | 3y | - |
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $123,374 | 2y | - |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $327,784 | 4y | - |
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $615,169 | 4y | - |
HARLEY-DAVIDSON MOTOR COMPANY, INCWI · 391972791-001 | $1.9B | 7,834 | $317,532 | 3y | 1 |
FREEPORT MINERALS CORPORATIONAZ · 131808503-003 | $1.4B | 15,481 | $435,948 | 2y | - |
THE WILLIAMS COMPANIES, INC.OK · 730569878-001 | $1.4B | 10,822 | $130,287 | 1y | - |
RYDER SYSTEM, INC.GA · 590739250-001 | $1.2B | 12,667 | $435,017 | 3y | - |
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 (27)
Raw Schedule C names collapsed into MetLife Investment Management.
- FIBT
- FICKE & ASSOCIATES INC
- FICON
- FICUCIA GROUP, LLC
- FICUCIARY INVESTMENT ADV
- FID
- FID INS INV OPS CO
- METLIFE INVEST MANAGEMENT HOLDINGS
- METLIFE INVEST. MGMT HOLDINGS, LLC
- METLIFE INVESTMENT
- METLIFE INVESTMENT MANAGEMENT
- METLIFE INVESTMENT MANAGEMENT HLDGS
- METLIFE INVESTMENT MANAGEMENT HOLDI
- METLIFE INVESTMENT MANAGEMENT LLC
- METLIFE INVESTMENT MANAGEMENT,
- METLIFE INVESTMENT MANAGEMENT, LLC
- METLIFE INVESTMENT MANAGER
- METLIFE INVESTMENT MANAGMENT
- METLIFE INVESTMENT MGMT
- METLIFE INVESTMENT MGMT HOLDINGS
- METLIFE INVESTMENT MGMT HOLDINGS, L
- METLIFE INVESTMENT MGMT LLC
- METLIFE INVESTMENT MGMT, LLC
- METLIFE INVESTMENT MGMT.
- METLIFE INVESTMENTS
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 MetLife Investment 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 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 | 1 | 4.00% | 1.76% | +2.24 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 MetLife Investment Management. 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 MetLife Investment 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 | 2 | 8.0% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 4.0% |
| Bredhoff & Kaiser PLLC | 1 | 4.0% |
| Covington & Burling LLP | 1 | 4.0% |
| Isler Dare PC | 1 | 4.0% |
| K&L Gates LLP | 1 | 4.0% |
| Marco, McGuire & Arreola | 1 | 4.0% |
| Meranze Katz & Gaudioso PC | 1 | 4.0% |
| Paul Hastings LLP | 1 | 4.0% |
| Snell & Wilmer LLP | 1 | 4.0% |