ARROWSTREET CAPITAL
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served45-3 YoYRank #380 of mapped providers
Assets under administration$90.0B0.1%Market share · rank #152
Fees received$49MMedian $184,938/planSum across Schedule C direct + indirect
Net wins YoY-33 won · 6 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 ARROWSTREET CAPITAL plan look like?
Service mix · median fees per plan
Count of plans where ARROWSTREET CAPITAL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 35 | $376,567 | |
Investment management fees paid directly by planCode 51 | 5 | $43,691 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $35,884 | |
Investment management fees paid directly by plan; Custodial (other than securities)Code 18 | 1 | $49,194 | |
Custodial (securities); Investment management; Investment management fees paid indirectly by planCode 19 | 1 | $184,938 | |
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 1 | $852,311 |
Competitor overlap
Percent of ARROWSTREET CAPITAL'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 ARROWSTREET CAPITAL.
| Sponsor | From | Assets |
|---|---|---|
TE CONNECTIVITY CORPORATIONPA · 230332575-008 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3.1B |
PHOEBE PUTNEY HEALTH SYSTEM, INC.GA · 582001014-001 | RAYMOND JAMES FINANCIAL SERVICES | $246M |
Plans lost in 2024
Appeared last year under ARROWSTREET CAPITAL; not this year.
| Sponsor | To | Assets |
|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | PGIM INVESTMENTS | $57.4B |
AETNA INC.CT · 232229683-003 | NISA INVESTMENT ADVISORS, LLC | $5.4B |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | MORGAN STANLEY SMITH BARNEY | $2.1B |
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $914M |
US FOODS, INC.IL · 363642294-012 | (new plan) | $761M |
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $669M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $1M | 5y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $3M | 9y | - |
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $5M | 3y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $9M | 5y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $11M | 5y | - |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $3M | 2y | - |
MARS, INCORPORATEDNJ · 221594774-001 | $5.1B | 26,885 | $2M | 8y | - |
SIEMENS ENERGY, INC.FL · 133987280-021 | $4.0B | 15,538 | $2M | 2y | - |
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | $3.5B | 21,447 | $2M | 10y | - |
AMERICAN INTERNATIONAL GROUP, INC.NY · 132592361-002 | $3.1B | 39,221 | $108,329 | 10y | - |
Flag exposure
95.6%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 ARROWSTREET CAPITAL.
- AAROWSTREET CAPITAL
- ARROW STREET
- ARROW STREET CAPITAL
- ARROWSTREET
- ARROWSTREET CAPITAL
- ARROWSTREET CAPITAL & LTD.
- ARROWSTREET CAPITAL AND LIMITED
- ARROWSTREET CAPITAL L.P.
- ARROWSTREET CAPITAL LIMITED
- ARROWSTREET CAPITAL LIMITED PARTNER
- ARROWSTREET CAPITAL LP
- ARROWSTREET CAPITAL LTD
- ARROWSTREET CAPITAL LTD PARTNERSHIP
- ARROWSTREET CAPITAL MANAGEMENT
- ARROWSTREET CAPITAL, L.P.
- ARROWSTREET CAPITAL, LIMITED
- ARROWSTREET CAPITAL, LIMITED PARTNE
- ARROWSTREET CAPITAL, LP
- ARROWSTREET CAPITAL, LTD.
- ARROWSTREET GLOBAL
- ARROWSTREET GLOBAL EQUITY
- ARROWSTREET INC.
- ARROWSTREET INTERNATIONAL
- ARROWSTREET INTL ACWI
- ARROWSTREET USGT ACWI EX 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 ARROWSTREET CAPITAL'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 | 2.22% | 1.71% | +0.51 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 2.22% | 1.76% | +0.46 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 ARROWSTREET CAPITAL. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent