AQR CAPITAL MANAGEMENT LLC
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-2 YoYRank #1257 of mapped providers
Assets under administration$44.4B0.1%Market share · rank #345
Fees received$4MMedian $168,243/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 AQR CAPITAL MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where AQR CAPITAL MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 10 | $171,709 | |
Float revenue; Participant loan processing; Trustee (bank, trust company, or similar financial institution); Redemption fees; Direct payment from the plan; Participant communication; Shareholder servicing fees; Recordkeeping fees; Investment management fees paid indirectly by plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Trustee (directed); Other services; Distribution (12b-1) fees; Investment advisory (plan)Code 15 | 1 | $0 |
Competitor overlap
Percent of AQR CAPITAL 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 AQR CAPITAL MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under AQR CAPITAL MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | T ROWE PRICE RPS INC | $19.2B |
NECA-IBEW PENSION TRUST FUNDIL · 516029903-001 | NATIONAL INVESTMENT SERVICES | $1.3B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $1M | 10y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $629,337 | 10y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $704,246 | 4y | - |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | $4.2B | 35,450 | $391,457 | 5y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $175,175 | 9y | - |
TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A.IL · 366489579-001 | $1.7B | 9,502 | $168,243 | 3y | - |
BOARD OF TRUSTEES SOFT DRINK AND BREWERY WORKERSNY · 135660090-001 | $974M | 7,674 | $168,058 | 10y | - |
JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355MD · 526043608-001 | $732M | 4,318 | $137,561 | 10y | - |
CTI III LLCCA · 472890879-001 | $8M | 128 | $0 | 2y | 1 |
AV DELAWARE HOLDINGS LIMITEDCA · 980156884-001 | $6M | 84 | $0 | 5y | - |
Flag exposure
100.0%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 (18)
Raw Schedule C names collapsed into AQR CAPITAL MANAGEMENT LLC.
- AQR
- AQR CAPITAL LLC
- AQR CAPITAL MANAGEMENT
- AQR CAPITAL MANAGEMENT FUND LLC
- AQR CAPITAL MANAGEMENT HOLDINGS LLC
- AQR CAPITAL MANAGEMENT LLC
- AQR CAPITAL MANAGEMENT, LLC
- AQR CAPITAL MANAGEMENT, LLC 13-3987
- AQR CAPTIAL MANAGEMENT
- AQR EQ MARKET NEUTRAL INST
- AQR FUNDS
- AQR FUNDS 13-3987414
- AQR GLOBAL RISK PREMIUM OFFSHORE FU
- AQR GRP EL OFFSHORE FUND LTD
- AQR INTERNATIONAL EQUITY FUND
- AQR LARGE
- AQR LONG-SHORT EQUITY
- AQR XN OFFSHORE FUND, LP
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 AQR CAPITAL MANAGEMENT LLC'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 | 2 | 18.18% | 1.71% | +16.47 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 AQR CAPITAL MANAGEMENT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent