Metropolitan West Asset Management
advisor34 known aliases resolved via the canonical alias map
Market position · 2024
Plans served24-4 YoYRank #772 of mapped providers
Assets under administration$47.5B0.1%Market share · rank #344
Fees received$6MMedian $146,902/planSum across Schedule C direct + indirect
Net wins YoY-51 won · 6 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 Metropolitan West Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Metropolitan West 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 plan; Investment management fees paid directly by planCode 28 | 21 | $146,902 | |
Other investment fees and expenses; Distribution (12b-1) fees; Investment management fees paid indirectly by planCode 52 | 2 | $35,525 | |
Consulting (pension); Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 17 | 1 | $219,441 |
Competitor overlap
Percent of Metropolitan West 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 Metropolitan West Asset Management.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | TCW Asset Management | $6.2B |
Plans lost in 2024
Appeared last year under Metropolitan West Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
SELECTIVE INSURANCE COMPANY OF AMERICANJ · 221272390-002 | T. Rowe Price | $677M |
TEAMSTERS NEGOTIATED PENSION PLANMO · 436196083-001 | Fuller & Thaler Asset Management | $609M |
CLECO POWER LLCLA · 720244480-001 | Legal & General Investment Management America | $423M |
LEE ENTERPRISES, INC.IA · 420823980-003 | Mercer | $193M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $812,083 | 10y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $365,075 | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $606,445 | 1y | - |
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $727,999 | 10y | - |
NXP USA, INC.TX · 200443182-001 | $3.8B | 8,578 | $144,579 | 10y | 1 |
BAE SYSTEMS, INC.VA · 223537950-050 | $3.2B | 20,783 | $1M | 10y | - |
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | $2.4B | 12,427 | $436,365 | 7y | - |
TRUSTEES OF OHIO CARPENTERS' PENSION PLANMI · 346574360-001 | $2.1B | 31,115 | $386,205 | 9y | - |
NAVY FEDERAL CREDIT UNIONVA · 530116705-001 | $2.1B | 24,268 | $295,014 | 10y | - |
HANFORD PENSION & SAVINGS PLANS COMMITTEEWA · 900501441-003 | $1.2B | 7,714 | $149,225 | 4y | - |
Flag exposure
100.0%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 (34)
Raw Schedule C names collapsed into Metropolitan West Asset Management.
- FID INV MGMT TRUST CO
- FID INVST INST OPS CO
- FID INVST INST OPS CP
- FID INVSTMNTS OPRNS CO, INC.
- FID PLAN CONSULTING, LLC
- FIDELIETY INVS INSITUTIONAL OPER CO
- METRO WEST ASSET MGMT
- METROPLITAN WEST FUNDS
- METROPLOITAN WEST ASSET MANAGEMENT
- METROPOLIAN WEST ASSET MANAGEMENT
- METROPOLITAN ASSET MANAGEMENT
- METROPOLITAN W ASSET MGMT
- METROPOLITAN WEST
- METROPOLITAN WEST ASSET
- METROPOLITAN WEST ASSET LLC
- METROPOLITAN WEST ASSET MANAGEMENT
- METROPOLITAN WEST ASSET MANAGEMENT,
- METROPOLITAN WEST ASSET MANAGMENT
- METROPOLITAN WEST ASSET MANGMT, LLC
- METROPOLITAN WEST ASSET MGMT
- METROPOLITAN WEST ASSET MGMT LLC
- METROPOLITAN WEST ASSET MGMT, LLC
- METROPOLITAN WEST ASSET MGMT, LLC 9
- METROPOLITAN WEST ASSET MGMT. CO
- METROPOLITAN WEST ASSET MGMT. LLC
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 Metropolitan West 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 | 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 | 4.17% | 1.76% | +2.41 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 Metropolitan West Asset 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 Metropolitan West 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 |
|---|---|---|
| Kraw & Kraw Law Group | 3 | 12.5% |
| Bradley L. Middleton, PC | 2 | 8.3% |
| Proskauer Rose LLP | 2 | 8.3% |
| Shumaker Loop & Kendrick LLP | 2 | 8.3% |
| Watkins Pawlick Calati & Prifti PC | 2 | 8.3% |
| Barlow & Coughran, P.S. | 1 | 4.2% |
| Blitman & King LLP | 1 | 4.2% |
| Cohen Weiss & Simon LLP | 1 | 4.2% |
| Davis Wright Tremaine LLP | 1 | 4.2% |
| Groom Law Group, Chartered | 1 | 4.2% |