BARROW, HANLEY, MEWHINNEY & STRAUSS
54 known aliases resolved via the canonical alias map
Market position · 2024
Plans served35+1 YoYRank #511 of mapped providers
Assets under administration$107.0B0.1%Market share · rank #127
Fees received$11MMedian $143,907/planSum across Schedule C direct + indirect
Net wins YoY-22 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 BARROW, HANLEY, MEWHINNEY & STRAUSS plan look like?
Service mix · median fees per plan
Count of plans where BARROW, HANLEY, MEWHINNEY & STRAUSS 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 managementCode 28 | 22 | $208,321 | |
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Direct payment from the plan; Investment advisory (plan)Code 27 | 8 | $216,723 | |
Custodial (securities); Investment managementCode 19 | 1 | $0 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $143,907 | |
Investment advisory (participants); Direct payment from the plan; Investment managementCode 26 | 1 | $1,521,364 | |
LegalCode 29 | 1 | $66,235 | |
Investment management fees paid directly by planCode 51 | 1 | $23,689 |
Competitor overlap
Percent of BARROW, HANLEY, MEWHINNEY & STRAUSS'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 BARROW, HANLEY, MEWHINNEY & STRAUSS.
| Sponsor | From | Assets |
|---|---|---|
CRAVATH, SWAINE & MOORE LLPNY · 135015405-002 | FIRST MANHATTAN CO. | $154M |
BOT ROOFERS LOCAL 221 PENSION TRUST FUNDHI · 990208117-001 | HAWAII BENEFIT ADMINISTRATORS, INC. | $43M |
Plans lost in 2024
Appeared last year under BARROW, HANLEY, MEWHINNEY & STRAUSS; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-001 | QDRO CONSULTANTS COMPANY, LLC | $1.1B |
MISSION SUPPORT AND TEST SERVICES LLCNV · 810705502-001 | JPMORGAN INVEST HOLDINGS LLC | $559M |
ST. LUKE'S HEALTH SYSTEM, LTD.ID · 562570681-002 | MERCER | $154M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $2M | 10y | 1 |
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $2M | 5y | 1 |
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $1M | 9y | - |
FIFTH THIRD BANCORPOH · 310854434-001 | $4.0B | 25,787 | $339,871 | 7y | 1 |
BOARD OF TRUSTEES OF MINNESOTA LABORERS PENSION FUNDMN · 416159599-001 | $3.2B | 21,655 | $293,504 | 10y | - |
HIGHMARK HEALTHPA · 453674900-333 | $3.1B | 34,883 | $1M | 3y | - |
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUNDDC · 530088380-001 | $2.8B | 603,067 | $235,257 | 10y | - |
VALERO ENERGY CORPORATIONTX · 741828067-005 | $2.6B | 11,896 | $599,312 | 10y | - |
PHILLIPS 66 COMPANYTX · 371652702-001 | $2.2B | 15,952 | $374,770 | 10y | - |
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUNDTN · 626125711-001 | $2.2B | 25,932 | $455,358 | 10y | - |
Flag exposure
88.6%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 (54)
Raw Schedule C names collapsed into BARROW, HANLEY, MEWHINNEY & STRAUSS.
- BARROW HANKEY MCWHINNEY
- BARROW HANLEY
- BARROW HANLEY AND MCWHINNEY
- BARROW HANLEY GLOBAL ADVISORS
- BARROW HANLEY GLOBAL INVESTORS
- BARROW HANLEY HIGH YIELD FIXED INCO
- BARROW HANLEY INVESTMENTS
- BARROW HANLEY MANAGEMENT
- BARROW HANLEY MCWHINNEY
- BARROW HANLEY MEWHINNEY
- BARROW HANLEY MEWHINNEY & STRAUS
- BARROW HANLEY MEWHINNEY & STRAUSS
- BARROW HANLEY MEWHINNEY & STRAUSS I
- BARROW HANLEY MEWHINNEY & STRAUSS L
- BARROW HANLEY MEWHINNEY AND STRAUSS
- BARROW HANLEY MEWHINNEY STRAUSS LLC
- BARROW HANLEY MEWHINNEY&STRAUSS INC
- BARROW HANLEY MEWHINNEY&STRAUSS LLC
- BARROW HANLEY MEWHINNEY, & STRAUSS
- BARROW HANLEY MEWHINNEY/STRAUSS LLC
- BARROW HANLEY MEWHINNREY & STRAUSS
- BARROW HANLEY MEWINNEY AND STRAUS
- BARROW HANLEY MEWINNEY AND STRAUSS
- BARROW HANLEY NEWHINNEY & STRAUSS
- BARROW HANLEY, MEWHINNEY &
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 BARROW, HANLEY, MEWHINNEY & STRAUSS'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 | 2 | 5.71% | 7.76% | -2.05 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 | 3 | 8.57% | 1.76% | +6.81 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 BARROW, HANLEY, MEWHINNEY & STRAUSS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent