How many plans does Parametric Portfolio Associates LLC serve?

Parametric Portfolio Associates LLC serves 100 retirement plans with $190.0B in plan assets and 2,714,199 participants, based on the latest Form 5500 filings through 2024.

What does Parametric Portfolio Associates LLC charge?

Plans reported $15.4M in total Schedule C compensation paid to Parametric Portfolio Associates LLC. The median plan paid $97K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Parametric Portfolio Associates LLC

Matched across 51 name variants in the filings

Parametric Portfolio Associates LLC summary

Parametric Portfolio Associates LLC appears on 100 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $190.0B in assets for 2,714,199 participants. The median client plan holds $1.1B. Most client plans are sponsored in IL, MO and NY. The largest clients by plan assets are Consolidated Edison Company of New York, Inc., National Elevator Industry Pension Plan Plan Board of Trustees and Board of Trustees Boilermaker-Blacksmith National. Plans reported $15.4M in direct and indirect compensation paid to Parametric Portfolio Associates LLC. The median is $97K per plan.

Participants: 2,714,199
Median plan assets: $1.1B
Median plan participants: 9,929
Median fees per plan: $97K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Consolidated Edison Company of New York, Inc.	NY	$16.3B	26,293
National Elevator Industry Pension Plan Plan Board of Trustees	PA	$12.2B	54,107
Board of Trustees Boilermaker-Blacksmith National	MO	$7.8B	80,906
Sutter Health	CA	$6.7B	69,518
Joint Board of Trustees, Bakery & Confectionery Union & Industry	MD	$6.5B	98,364
Board of Trustees Screen Actors Guild - Producers	CA	$6.1B	65,754
Firstenergy Corp.	OH	$6.1B	35,999
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
Board of Trustees, Western Unite Here and Employers	CA	$4.0B	158,780
Retirement Board of Bert Bell/Pete Rozelle NFL Player Retirement Plan	MD	$4.0B	15,591
Ohio Operating Engineers Pension Plan	OH	$3.9B	20,036
United Airlines, Inc.	IL	$3.9B	35,253
Board of Trustees, Locals 302 & 612 of the IUOE -	WA	$3.8B	21,271
Building Trades United Pension Trust Fund	WI	$3.5B	28,408
Target Corporation	MN	$3.5B	71,181
Trustees of Carpenters Benefit Plans of St. Louis	MO	$3.4B	27,598
Cummins Inc.	IN	$3.2B	44,593
Willis Towers Watson US LLC	TN	$3.2B	24,943
Board of Trustees, UFCW No. California Employers Joint Pension Plan	CA	$2.9B	136,045
Duke University	NC	$2.8B	40,202
International Brotherhood of Electrical Workers' Pension Benefit Fund	DC	$2.8B	603,067
Pension Committee Under Twin City Hospitals - Minnesota Nurses	MN	$2.7B	34,186
Board of Trustees, Sound Retirement Trust	WA	$2.7B	107,493
PWC US Group LLP	FL	$2.7B	4,312

Consolidated Edison Company of New York, Inc.$16.3B
NYParticipants 26,293
National Elevator Industry Pension Plan Plan Board of Trustees$12.2B
PAParticipants 54,107
Board of Trustees Boilermaker-Blacksmith National$7.8B
MOParticipants 80,906
Sutter Health$6.7B
CAParticipants 69,518
Joint Board of Trustees, Bakery & Confectionery Union & Industry$6.5B
MDParticipants 98,364
Board of Trustees Screen Actors Guild - Producers$6.1B
CAParticipants 65,754
Firstenergy Corp.$6.1B
OHParticipants 35,999
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
Board of Trustees, Western Unite Here and Employers$4.0B
CAParticipants 158,780
Retirement Board of Bert Bell/Pete Rozelle NFL Player Retirement Plan$4.0B
MDParticipants 15,591
Ohio Operating Engineers Pension Plan$3.9B
OHParticipants 20,036
United Airlines, Inc.$3.9B
ILParticipants 35,253
Board of Trustees, Locals 302 & 612 of the IUOE -$3.8B
WAParticipants 21,271
Building Trades United Pension Trust Fund$3.5B
WIParticipants 28,408
Target Corporation$3.5B
MNParticipants 71,181
Trustees of Carpenters Benefit Plans of St. Louis$3.4B
MOParticipants 27,598
Cummins Inc.$3.2B
INParticipants 44,593
Willis Towers Watson US LLC$3.2B
TNParticipants 24,943
Board of Trustees, UFCW No. California Employers Joint Pension Plan$2.9B
CAParticipants 136,045
Duke University$2.8B
NCParticipants 40,202
International Brotherhood of Electrical Workers' Pension Benefit Fund$2.8B
DCParticipants 603,067
Pension Committee Under Twin City Hospitals - Minnesota Nurses$2.7B
MNParticipants 34,186
Board of Trustees, Sound Retirement Trust$2.7B
WAParticipants 107,493
PWC US Group LLP$2.7B
FLParticipants 4,312

Top client states

IL15 plans
MO11 plans
NY9 plans
CA8 plans
WI7 plans

Frequently asked questions

Who uses Parametric Portfolio Associates LLC?: 100 retirement plans list Parametric Portfolio Associates LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Consolidated Edison Company of New York, Inc., National Elevator Industry Pension Plan Plan Board of Trustees, Board of Trustees Boilermaker-Blacksmith National, Sutter Health and Joint Board of Trustees, Bakery & Confectionery Union & Industry. Most client plans are sponsored in IL, MO and NY.
How many plans does Parametric Portfolio Associates LLC serve?: Parametric Portfolio Associates LLC serves 100 retirement plans with $190.0B in plan assets and 2,714,199 participants, based on the latest Form 5500 filings through 2024.
What does Parametric Portfolio Associates LLC charge?: Plans reported $15.4M in total Schedule C compensation paid to Parametric Portfolio Associates LLC. The median plan paid $97K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served100-7 YoYRank #179 of mapped providers

Assets under administration$190.0B0.2%Rank #76 by share of filed assets

Fees received$15MMedian $97,319/planSum across Schedule C direct + indirect

Net wins YoY-217 won - 19 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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Plans won and lost
Top plans by assets

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