BOSTON PARTNERS
79 known aliases resolved via the canonical alias map
Market position · 2024
Plans served83+1 YoYRank #234 of mapped providers
Assets under administration$133.3B0.1%Market share · rank #108
Fees received$18MMedian $116,632/planSum across Schedule C direct + indirect
Net wins YoY+314 won · 11 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 BOSTON PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where BOSTON PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management fees paid directly by planCode 28 | 64 | $145,113 | |
Investment management fees paid indirectly by planCode 52 | 7 | $6,839 | |
Investment management fees paid directly by plan; Soft dollars commissions; Investment advisory (plan); Direct payment from the plan; Investment managementCode 27 | 4 | $61,856 | |
Investment management fees paid directly by plan; Securities brokerage commissions and feesCode 51 | 3 | $153,868 | |
Trustee (discretionary); Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Custodial (securities); Trustee (directed)Code 19 | 2 | $350,865 | |
Securities brokerage commissions and feesCode 71 | 2 | $5,537 | |
Claims processing; Float revenue; Investment management fees paid directly by plan; Soft dollars commissionsCode 12 | 1 | $426,273 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 1 | $13,187 |
Competitor overlap
Percent of BOSTON PARTNERS'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 BOSTON PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUNDNJ · 236405043-001 | PNC BANK, N.A. | $335M |
VERIZON COMMUNICATIONS INC.NJ · 232259884-105 | FIDELITY INVESTMENTS INSTITUTIONAL | $316M |
DELOITTE TOUCHE TOHMATSU SERVICES, LLCNY · 133086681-001 | US BANK | $241M |
BD OF TEES OF NECA LU NO 313 IBEW PENSION PLANPA · 516025969-001 | JENNINGS SIGMOND P.C. | $234M |
IRONWORKERS LOCAL 549-550 PENSION PLANWV · 556027928-001 | QUANTITATIVE PROCESS, LLC | $207M |
ACF INDUSTRIES, LLCMO · 200078940-001 | WEAVER C. BARKSDALE & ASSOCIATES | $133M |
BOARD OF TRUSTEES OF LABORERS 785 PENSION PLANNY · 166062418-001 | THE BANK OF NEW YORK MELLON | $118M |
TRUSTEES OF PLUMBERS LOCAL 773 PENSION PLANNY · 237114547-001 | ATALANTA SOSNOFF | $103M |
SHOPMEN IRON WORKERS LOCAL 502 BOARD OF TRUSTEES PENSION FUNDPA · 236529457-001 | THE VANGUARD GROUP, INC. | $75M |
TEAMSTERS INDUSTRIAL EMPLOYEES PENSION FUNDNJ · 226099363-001 | MORGAN STANLEY SMITH BARNEY | $74M |
Plans lost in 2024
Appeared last year under BOSTON PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | ARISTOTLE CAPITAL MANAGEMENT | $27.8B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | THE RETIREMENT ADVANTAGE INC | $4.2B |
PAINTERS ANNUITY COUNCIL NO. 35 ANNUITY FUNDMA · 222489316-001 | MIDWEST INSTITUTIONAL TRUST COMPANY | $445M |
BOARD OF TRUSTEES OF WISCONSIN MASONS PENSION FUNDWI · 396185238-001 | BPA OF WI A BENESYS COMPANY | $262M |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | SONYA IVETTE RIVERA | $194M |
OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN, TRUSTEESOR · 936022791-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $178M |
LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENTIL · 361408475-333 | WILLIS TOWERS WATSON US LLC | $158M |
A.F.OF L.-A.G.C. BUILDING TRADES PENSIONAL · 636055108-001 | INVESTMENT PERFORMANCE SERVICES | $153M |
KRAFT POWER CORPORATIONMA · 042381327-001 | CLIFTONLARSONALLEN LLP | $24M |
AMERICAN INDUSTRIAL TRANSPORT, INC.MO · 850855127-003 | ARMANINO LLP | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $387,537 | 8y | 1 |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 8y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $1M | 10y | 1 |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $282,902 | 7y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $333,899 | 4y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | $5.2B | 21,396 | $426,725 | 10y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $846,655 | 10y | - |
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $683,512 | 10y | - |
TOYOTA MOTOR NORTH AMERICA, INC.TX · 953141669-003 | $4.6B | 14,281 | $444,407 | 9y | - |
NXP USA, INC.TX · 200443182-001 | $3.8B | 8,578 | $766,198 | 9y | 1 |
Flag exposure
95.2%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 (79)
Raw Schedule C names collapsed into BOSTON PARTNERS.
- BOSTON
- BOSTON BUSINESS PRINTING INC.
- BOSTON CAP
- BOSTON COMPANY
- BOSTON COMPANY ASSET MANAG
- BOSTON COMPANY ASSET MANAGEMENT
- BOSTON COMPANY ASSET MANAGEMENT LLC
- BOSTON COMPANY ASSET MANAGEMENT, LL
- BOSTON COMPANY ASSET MANAGEMENT,LLC
- BOSTON COMPANY ASSETS MANAGEMENT
- BOSTON COMPANY FUNDS
- BOSTON CONSULTING GROUP
- BOSTON FINANCIAL DATA SERVICES, INC
- BOSTON HARBOR WEALTH ADVISORS
- BOSTON MANAGEMENT
- BOSTON MANAGEMENT AND RESEARCH;EATO
- BOSTON MARRIOT COPLEY PLACE
- BOSTON PARTNER
- BOSTON PARTNERS
- BOSTON PARTNERS (ROBECO INV. MGMT.)
- BOSTON PARTNERS ASSET MANAGEMENT
- BOSTON PARTNERS ASSET MANAGEMENT LP
- BOSTON PARTNERS ASSET MGMNT, LLC
- BOSTON PARTNERS ASSET MGMT
- BOSTON PARTNERS GLBL INVESTORS 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 BOSTON PARTNERS'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 | 3 | 3.61% | 7.76% | -4.15 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 | 3.61% | 1.76% | +1.86 pp |
| Loss discovered | 1 | 1.20% | 0.00% | +1.20 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BOSTON PARTNERS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).