ALLIANZ GLOBAL INVESTORS
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-3 YoYRank #1679 of mapped providers
Assets under administration$258M0.0%Market share · rank #5950
Fees received$125,993Median $0/planSum across Schedule C direct + indirect
Net wins YoY-31 won · 4 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 ALLIANZ GLOBAL INVESTORS plan look like?
Service mix · median fees per plan
Count of plans where ALLIANZ GLOBAL INVESTORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 6 | $0 | |
Sub-transfer agency fees; Distribution (12b-1) feesCode 60 | 1 | $0 |
Competitor overlap
Percent of ALLIANZ GLOBAL INVESTORS'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 ALLIANZ GLOBAL INVESTORS.
| Sponsor | From | Assets |
|---|---|---|
INFINITY TECHNOLOGY SERVICES, LLCCO · 204331064-002 | (new plan) | $4M |
Plans lost in 2024
Appeared last year under ALLIANZ GLOBAL INVESTORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
FEDERAL-MOGUL POWERTRAIN LLCMI · 382719472-010 | K&L GATES | $776M |
FLUENCE ENERGY, LLCVA · 822138818-001 | T ROWE PRICE RPS INC | $58M |
ARKANSAS UROLOGY ASSOCIATES, P.A.AR · 710782429-001 | AXOS FINANCIAL | $27M |
NATIONAL ASSOCIATION OF MANUFACTURERSDC · 131084330-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $44,799 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
M.I.R.A.-G.M.P. AND ALLIED WORKERS PENSION TRUSTOH · 516096325-001 | $128M | 2,070 | $64,780 | 7y | - |
UNIVERSITY OTOLARYNGOLOGISTS, INC.OH · 310682633-001 | $65M | 330 | $61,213 | 10y | - |
MONIN, INC.FL · 593160757-001 | $30M | 451 | $0 | 5y | - |
BEAUMONT JUICE, INC. DBA PERRICONE JUICESCA · 954509525-001 | $12M | 381 | $0 | 5y | - |
STRATEGIC DENTAL EXECUTIVES LLC DBA COMMUNITY DENTAL PARTNERSTX · 272885572-001 | $11M | 1,237 | $0 | 6y | 1 |
HARTMAN NEWSPAPERS, L.P.TX · 203026608-001 | $8M | 146 | $0 | 7y | - |
INFINITY TECHNOLOGY SERVICES, LLCCO · 204331064-002 | $4M | 158 | $0 | 1y | 1 |
Flag exposure
85.7%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 (26)
Raw Schedule C names collapsed into ALLIANZ GLOBAL INVESTORS.
- ALLANZ GLOBAL INVESTORS
- ALLIANZ
- ALLIANZ ASSET MANAGEMENT OF AMERICA
- ALLIANZ ASSET MGMT OF AMERICA LP
- ALLIANZ CAPITAL MANAGEMENT
- ALLIANZ FUNDS
- ALLIANZ GLOBAL
- ALLIANZ GLOBAL INVESTORS
- ALLIANZ GLOBAL INVESTORS (NFJ INV)
- ALLIANZ GLOBAL INVESTORS CAPITAL
- ALLIANZ GLOBAL INVESTORS LLC
- ALLIANZ GLOBAL INVESTORS U.S. LLC
- ALLIANZ GLOBAL INVESTORS U.S., LLC
- ALLIANZ GLOBAL INVESTORS US
- ALLIANZ GLOBAL INVESTORS US LCC
- ALLIANZ GLOBAL INVESTORS US LLC
- ALLIANZ GLOBAL INVESTORS US, LLC
- ALLIANZ GLOBAL INVESTORS US. LLC
- ALLIANZ GLOBAL INVESTORS/NFJ
- ALLIANZ GLOBAL INVSTRS FD MGMT LLC
- ALLIANZ GLOVAL INVESTORS
- ALLIANZ GROUP
- ALLIANZ LIFE INSURANCE
- ALLIANZ STRUCTURED ALPHA 500 LLC
- ALLIANZGI
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 ALLIANZ GLOBAL INVESTORS'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 | 1 | 14.29% | 1.71% | +12.57 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 14.29% | 1.76% | +12.53 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 ALLIANZ GLOBAL INVESTORS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent