AFL-CIO HOUSING INVESTMENT TRUST
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-2 YoYRank #985 of mapped providers
Assets under administration$14.2B0.0%Market share · rank #972
Fees received$747,549Median $27,100/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 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 AFL-CIO HOUSING INVESTMENT TRUST plan look like?
Service mix · median fees per plan
Count of plans where AFL-CIO HOUSING INVESTMENT TRUST 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 | 11 | $32,985 | |
Investment management; Custodial (securities)Code 19 | 3 | $7,750 | |
Other fees; Other servicesCode 49 | 1 | $7,406 | |
Investment management fees paid directly by planCode 51 | 1 | $12,472 |
Competitor overlap
Percent of AFL-CIO HOUSING INVESTMENT TRUST'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 AFL-CIO HOUSING INVESTMENT TRUST.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under AFL-CIO HOUSING INVESTMENT TRUST; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | CENTRAL IL BUILDERS OF AGC | $2.1B |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | AMERICAN REALTY ADVISORS | $640M |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 5 & IWEAWA · 521075473-001 | WEDGE CAPITAL MANAGEMENT | $373M |
BOARD OF TRUSTEES IBEW LOCAL UNION NO. 99 RETIREMENT PLANCT · 056049538-001 | THE BANK OF NEW YORK MELLON | $89M |
SHEET METAL WORKERS LOCAL NO. 4 PENSION PLANTN · 620800645-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $47M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $149,431 | 3y | - |
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUNDTN · 626125711-001 | $2.2B | 25,932 | $0 | 7y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $94,959 | 9y | - |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | $1.8B | 28,807 | $251,884 | 5y | - |
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001 | $1.1B | 14,224 | $37,164 | 4y | - |
TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL PENSION FUNDMO · 430759836-001 | $818M | 5,866 | $7,406 | 8y | - |
BOARD OF TRUSTEES OF U. A. LOCAL 38 TRUST FUNDSCA · 941285319-001 | $555M | 2,816 | $32,985 | 1y | - |
BOARD OF TRUSTEES ARIZONA PIPE TRADES PENSION PLANAZ · 866025734-001 | $419M | 5,112 | $12,472 | 1y | - |
BOARD OF TRUSTEES OF POINTERS,NY · 133208565-001 | $412M | 2,919 | $31,664 | 8y | - |
PLUMBERS UNION LOCAL NO. 12 PENSION LOCAL NO. 12 PENSION FUNDMA · 046023174-001 | $390M | 2,860 | $0 | 9y | - |
Flag exposure
93.8%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 (13)
Raw Schedule C names collapsed into AFL-CIO HOUSING INVESTMENT TRUST.
- AFL CIO ASSET MANAGEMENT
- AFL HIT
- AFL INC
- AFL-CIO BIT
- AFL-CIO BUILDING
- AFL-CIO BUILDING INVESTMENT TRUST
- AFL-CIO EQUITY FUND
- AFL-CIO EQUITY INDEX (ASB & CCT)
- AFL-CIO EQUITY INDEX FUND
- AFL-CIO HOUSING
- AFL-CIO HOUSING INV
- AFL-CIO HOUSING INVESTMENT TRUST
- AFL-CIO HOUSING TRUST
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 AFL-CIO HOUSING INVESTMENT TRUST'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 | 0 | 0.00% | 1.76% | -1.76 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 AFL-CIO HOUSING INVESTMENT TRUST. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent