BLACKROCK
258 known aliases resolved via the canonical alias map
Market position · 2024
Plans served535-22 YoYRank #57 of mapped providers
Assets under administration$1.14T1.3%Market share · rank #7
Fees received$130MMedian $42,073/planSum across Schedule C direct + indirect
Net wins YoY-1858 won · 76 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 BLACKROCK plan look like?
Service mix · median fees per plan
Count of plans where BLACKROCK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Valuation (appraisals, etc.); Investment management; Investment management fees paid indirectly by planCode 28 | 305 | $23,084 | |
Trustee (discretionary); Soft dollars commissions; Trustee (bank, trust company, or similar financial institution); Investment management; Investment management fees paid directly by planCode 21 | 173 | $71,833 | |
Investment management; Investment management fees paid directly by plan; Investment advisory (plan); Direct payment from the planCode 27 | 13 | $29,372 | |
Securities brokerage commissions and fees; Investment management fees paid directly by planCode 51 | 13 | $125,897 | |
Investment management fees paid indirectly by planCode 52 | 10 | $0 | |
Other servicesCode 49 | 5 | $42,266 | |
Soft dollars commissions; Direct payment from the plan; Investment management fees paid directly by planCode 50 | 5 | $95,459 | |
Recordkeeping fees; Shareholder servicing fees; Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communication; Direct payment from the plan; Investment management fees paid indirectly by plan; Participant loan processing; Float revenue; Trustee (directed); Other services; Distribution (12b-1) fees; Redemption fees; Trustee (bank, trust company, or similar financial institution)Code 15 | 3 | $0 |
Competitor overlap
Percent of BLACKROCK'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 BLACKROCK.
| Sponsor | From | Assets |
|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | CLOUDBERRY CREATIVE, INC. | $11.5B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | MORGAN STANLEY SMITH BARNEY | $4.7B |
UNITED BENEFITS GROUPMO · 010689331-001 | BLACKSTONE | $3.5B |
BALL CORPORATIONCO · 350160610-030 | VOYA RETIREMENT INSURANCE & ANNUITY | $2.3B |
FUJITSU NORTH AMERICA, INC.CA · 464314843-003 | LAW OFFICES OF CARROLL AND SCULLY | $1.5B |
FIRST HORIZON CORPORATIONTN · 620803242-002 | ROBERT HALF | $1.1B |
FIRST-CITIZENS BANK & TRUST COMPANYNC · 560223230-001 | WILLIS TOWERS WATSON US LLC | $1.1B |
BALL CORPORATIONCO · 350160610-001 | NORTHERN TRUST COMPANY | $901M |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | HEALTH SERVICES & BENEFIT ADMINISTR | $713M |
TEXAS CHILDREN'STX · 760461578-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $679M |
Plans lost in 2024
Appeared last year under BLACKROCK; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UPTODATE, INC | $16.2B |
BAE SYSTEMS, INC.VA · 223537950-003 | AON CONSULTING | $9.4B |
AON CORPORATIONGA · 363051915-020 | THE VANGUARD GROUP, INC. | $6.2B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | FINANCIAL ENGINES | $5.7B |
NEXTERA ENERGY, INC.FL · 592449419-001 | ICG SECONDARIES FUND I LP | $5.1B |
BMO FINANCIAL CORP.IL · 510275712-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $4.5B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | THE RETIREMENT ADVANTAGE INC | $4.2B |
KOCH COMPANIES, LLCKS · 992447784-002 | THE VANGUARD GROUP, INC. | $3.9B |
HSBC NORTH AMERICA HOLDINGS INC.IL · 232186091-001 | ALIGHT SOLUTIONS LLC | $3.6B |
EASTMAN KODAK COMPANYNY · 160417150-001 | MORGAN STANLEY SMITH BARNEY | $3.5B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $1M | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $3M | 10y | 2 |
WALMART INC.AR · 710415188-003 | $50.8B | 1,970,230 | $4M | 10y | - |
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $4M | 7y | - |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $1M | 4y | - |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $4M | 10y | 1 |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $1M | 10y | - |
THE PROCTER & GAMBLE COMPANYOH · 310411980-002 | $22.0B | 69,403 | $590,314 | 10y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $217,415 | 4y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $238,835 | 3y | - |
Flag exposure
92.1%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 (258)
Raw Schedule C names collapsed into BLACKROCK.
- 20 BLACKROCK
- AMERICAN UNITED BLACKROCK
- BACKROCK
- BALCKROCK
- BALCKROCK INSTITUTIONAL TRUST CO
- BGI - GLOBAL MARKET INSIGHTS
- BGI RUSSELL 3000 INDEX FUND
- BGI-BLACKROCK INST.TRUST CO, N.A.
- BGI-BLACKROCK INSTITUTIONAL TRUST
- BLACK ROCK
- BLACK ROCK INC.
- BLACKROCK
- BLACKROCK (ISHARES)
- BLACKROCK (TOTAL RETURN)
- BLACKROCK 04-6171663
- BLACKROCK 51-0318674
- BLACKROCK ADVISOR
- BLACKROCK ADVISORS
- BLACKROCK ADVISORS LLC
- BLACKROCK ADVISORS, LLC
- BLACKROCK BGI
- BLACKROCK C/O THE CHRYS GROUP AT ML
- BLACKROCK CAPITAL MANAGEMENT
- BLACKROCK CAPITAL MANAGEMENT, INC.
- BLACKROCK CAPITAL MANAGERMENT, INC
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 BLACKROCK'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 | 9 | 1.68% | 7.76% | -6.08 pp |
| Fidelity bond gap | 5 | 0.93% | 26.94% | -26.01 pp |
| Late contributions | 41 | 7.66% | 1.71% | +5.95 pp |
| Failed to provide benefit | 2 | 0.37% | 0.14% | +0.23 pp |
| Corrective distributions | 37 | 6.92% | 1.76% | +5.16 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 BLACKROCK. Compare to the incumbent market share (0.8%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.8 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).