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ACADIAN ASSET MANAGEMENT LLC

38 known aliases resolved via the canonical alias map

Market position · 2024

Plans served73-5 YoYRank #277 of mapped providers
Assets under administration$231.4B0.3%Market share · rank #62
Fees received$24MMedian $123,354/planSum across Schedule C direct + indirect
Net wins YoY-68 won · 14 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 ACADIAN ASSET MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where ACADIAN ASSET MANAGEMENT LLC ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Other services; Investment management; Investment management fees paid directly by planCode 28
65$111,556
Investment management; Custodial (securities); Custodial (other than securities); Investment management fees paid directly by planCode 18
2$115,407
Investment management; Investment management fees paid directly by plan; Legal; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Accounting (including auditing)Code 10
1$165,284
Consulting fees; Consulting (pension)Code 17
1$124,051
Investment advisory (plan)Code 27
1$285,450
Legal; Direct payment from the planCode 29
1$56,436
Investment management fees paid directly by planCode 51
1$72,048
Investment management fees paid indirectly by planCode 52
1$0
Competitor overlap
Percent of ACADIAN ASSET MANAGEMENT LLC'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 ACADIAN ASSET MANAGEMENT LLC.
SponsorFromAssets
CITIGROUP INC.CT · 521568099-004
STRATEGIC GLOBAL ADVISORS$23.2B
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001
WILSON-MCSHANE CORPORATION$4.5B
THE WILLIAMS COMPANIES, INC.OK · 730569878-001
FIDELITY INVESTMENTS INSTITUTIONAL$1.4B
ADVOCATE AURORA HEALTH, INC.IL · 824184596-003
MITCHELL & TITUS, LLP$966M
WINDSTREAM SERVICES, LLCAR · 852049794-001
RVK, INC.$438M
BOARD OF TRUSTEES, EMPLOYER-INDUSTRIAL SHEET METALOR · 510171397-001
BJORKLUND & MONTPLAISIR$91M
Plans lost in 2024
Appeared last year under ACADIAN ASSET MANAGEMENT LLC; not this year.
SponsorToAssets
WESTROCK COMPANYGA · 473335141-027
MORGAN STANLEY SMITH BARNEY$4.0B
SIEMENS ENERGY, INC.FL · 133987280-021
ARROWSTREET CAPITAL$3.5B
SNAP-ON INCORPORATEDWI · 390622040-001
NISA INVESTMENT ADVISORS, LLC$986M
BOARD OF TRUSTEES, AIRCONDITIONING AND REFRIGERATIONCA · 956035386-001
MEKETA INVESTMENT GROUP$337M
BOARD OF TRUSTEESWI · 390542913-001
MILLIMAN, INC.$244M
SNAP-ON INCORPORATEDWI · 390622040-002
MERCER$158M
WHEATLAND TUBE, LLCIL · 231327437-013
PNC BANK, N.A.$81M
BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUNDLA · 726025640-001
INTERCONTINENTAL REAL ESTATE CORP$80M
STAR TRIBUNE MEDIA COMPANY LLCMN · 800481962-001
SAGEVIEW ADVISORY GROUP, LLC$78M
STAR TRIBUNE MEDIA COMPANY LLCMN · 800481962-017
SAGEVIEW ADVISORY GROUP, LLC$47M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001
$27.4B233,478$501,77310y-
CITIGROUP INC.CT · 521568099-004
$23.2B121,279$500,8361y1
BANK OF AMERICA CORPORATIONRI · 560906609-001
$19.0B168,197$353,81410y-
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001
$16.9B296,800$08y-
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002
$15.0B311,750$4M10y-
3M COMPANYMN · 410417775-002
$8.9B25,001$1M10y-
WELLS FARGO & COMPANYMN · 410449260-001
$8.3B165,927$461,90310y-
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001
$7.5B80,280$2M10y-
COX ENTERPRISES, INC.GA · 581035149-001
$7.1B51,142$2M8y-
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001
$6.5B199,927$889,15410y-
Flag exposure
91.8%Market: 89.2%
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 (38)
Raw Schedule C names collapsed into ACADIAN ASSET MANAGEMENT LLC.
  • ACADIA ASSET MANAGEMENT LLC
  • ACADIAN
  • ACADIAN ASSET
  • ACADIAN ASSET MANAGEMENT
  • ACADIAN ASSET MANAGEMENT COMPANY
  • ACADIAN ASSET MANAGEMENT HEADQUARTE
  • ACADIAN ASSET MANAGEMENT HEADQUATER
  • ACADIAN ASSET MANAGEMENT HQ
  • ACADIAN ASSET MANAGEMENT INC
  • ACADIAN ASSET MANAGEMENT LLC
  • ACADIAN ASSET MANAGEMENT, LLC
  • ACADIAN ASSET MANAGEMENT,LLC
  • ACADIAN ASSET MANAGMENT
  • ACADIAN ASSET MANAGMENT LLC
  • ACADIAN ASSET MGMT
  • ACADIAN ASSET MGMT HEADQUARTERS
  • ACADIAN ASSET MGMT LLC
  • ACADIAN ASSET MGT LLC
  • ACADIAN EMERGING MARKETS
  • ACADIAN EMERGING MARKETS EQ II
  • ACADIAN EMERGING MARKETS EQUITY FND
  • ACADIAN EMERGING MARKETS EQUITY FUN
  • ACADIAN EMERGING MARKETS II
  • ACADIAN EMERGING MKT EQ II
  • ACADIAN FUND
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 ACADIAN ASSET MANAGEMENT LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated11.37%7.76%-6.39 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions11.37%1.76%-0.39 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with ACADIAN ASSET MANAGEMENT LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
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