BRANDYWINE GLOBAL INVESTMENT MGMT
48 known aliases resolved via the canonical alias map
Market position · 2024
Plans served34+5 YoYRank #493 of mapped providers
Assets under administration$72.7B0.1%Market share · rank #218
Fees received$9MMedian $80,481/planSum across Schedule C direct + indirect
Net wins YoY+49 won · 5 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 BRANDYWINE GLOBAL INVESTMENT MGMT plan look like?
Service mix · median fees per plan
Count of plans where BRANDYWINE GLOBAL INVESTMENT MGMT 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; Other investment fees and expenses; Investment managementCode 28 | 29 | $124,607 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 21 | 2 | $43,126 | |
Investment advisory (participants)Code 26 | 1 | $11,125 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $9,616 | |
Legal; Direct payment from the planCode 29 | 1 | $187,782 |
Competitor overlap
Percent of BRANDYWINE GLOBAL INVESTMENT MGMT'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 BRANDYWINE GLOBAL INVESTMENT MGMT.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | METROPOLITAN WEST ASSET MANAGEMENT | $6.2B |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | FIRST PACIFIC ADVISORS, LLC | $5.9B |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | US BANK | $3.3B |
TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUNDVA · 546097996-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $1.5B |
BD TTEES SHEET METAL WORKERS' LOCAL 100 WASHINGTONOR · 526038495-001 | DBL EQUITY FUND - BAEF II LP | $370M |
BOARD OF TRUSTEES BAC LOCAL 15 PENSION FUNDMO · 436102453-001 | BLACKROCK | $142M |
MONUMENT HEALTH, INC.SD · 201487506-001 | AB FUNDS | $105M |
JOINT BOARD OF TRUSTEES OF I.B.E.W. 490 PENSIONNH · 026026500-001 | DSF ADVISORS LLC | $66M |
Plans lost in 2024
Appeared last year under BRANDYWINE GLOBAL INVESTMENT MGMT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | REAMS ASSET MANAGEMENT | $4.9B |
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | WITHUMSMITH+BROWN, PC | $2.0B |
CARDTRONICS USA, INC.GA · 760419117-005 | ONEDIGITAL INVESTMENT ADVISORS LLC | $1.1B |
BOARD OF TRUSTEES OF PLUMBERS AND STEAMFITTERS LOCAL NO. 42 PENSIONOH · 237404110-001 | HORIZON ACTUARIAL SERVICES, LLC | $62M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $1M | 10y | - |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $357,698 | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $829,630 | 5y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $645,885 | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $462,892 | 5y | - |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $879,860 | 9y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $542,222 | 4y | - |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946277608-001 | $5.5B | 44,826 | $153,033 | 1y | - |
ABBOTT LABORATORIESIL · 360698440-300 | $4.2B | 23,300 | $2M | 10y | - |
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $428,903 | 1y | - |
Flag exposure
94.1%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 (48)
Raw Schedule C names collapsed into BRANDYWINE GLOBAL INVESTMENT MGMT.
- BRADYWINE GLOBAL INVESTMENT TRUST
- BRANDWINE GLOBAL
- BRANDY ANGUS
- BRANDY WINE GLOBAL INVESTMENT
- BRANDYWINE
- BRANDYWINE ASSET MAANGEMENT CO.
- BRANDYWINE ASSET MAMAGEMENT
- BRANDYWINE ASSET MANAGEMENT
- BRANDYWINE ASSET MANAGER
- BRANDYWINE ASSET MANAMENT CO.
- BRANDYWINE ASSET MGMT
- BRANDYWINE BENEFITS COMPANY
- BRANDYWINE BENEFITS COMPNAY
- BRANDYWINE GLOBAL
- BRANDYWINE GLOBAL - HY IS
- BRANDYWINE GLOBAL FIXED INCOME FD
- BRANDYWINE GLOBAL INV MANAGEMENT
- BRANDYWINE GLOBAL INV MGMNT LLC
- BRANDYWINE GLOBAL INV MGMT
- BRANDYWINE GLOBAL INV MGMT LLC
- BRANDYWINE GLOBAL INV MGT LLC
- BRANDYWINE GLOBAL INV. MANAGEMENT
- BRANDYWINE GLOBAL INV. MGMT
- BRANDYWINE GLOBAL INVEST MGMT, LLC
- BRANDYWINE GLOBAL INVEST. MGMT, LLC
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 BRANDYWINE GLOBAL INVESTMENT MGMT'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 | 1 | 2.94% | 7.76% | -4.82 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 | 1 | 2.94% | 1.76% | +1.18 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 BRANDYWINE GLOBAL INVESTMENT MGMT. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent