OAKTREE CAPITAL MANAGEMENT, L.P.
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served18+4 YoYRank #852 of mapped providers
Assets under administration$105.3B0.1%Market share · rank #129
Fees received$7MMedian $155,072/planSum across Schedule C direct + indirect
Net wins YoY+35 won · 2 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 OAKTREE CAPITAL MANAGEMENT, L.P. plan look like?
Service mix · median fees per plan
Count of plans where OAKTREE CAPITAL MANAGEMENT, L.P. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 15 | $157,191 | |
Investment management; Contract Administrator; Investment management fees paid directly by planCode 13 | 1 | $7,366 | |
Investment management fees paid directly by plan; Direct payment from the plan; Investment management; Investment advisory (plan)Code 27 | 1 | $5,288 | |
Investment management fees paid directly by planCode 51 | 1 | $505,468 |
Competitor overlap
Percent of OAKTREE CAPITAL MANAGEMENT, L.P.'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 OAKTREE CAPITAL MANAGEMENT, L.P..
| Sponsor | From | Assets |
|---|---|---|
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | DYAL III PENSION INVESTORS LP | $3.2B |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-002 | JPMORGAN INVEST HOLDINGS LLC | $1.1B |
JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 PENSION PLANMI · 386065579-001 | BOYD WATTERSON ASSET MANAGEMENT | $264M |
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUNDWA · 822153627-001 | KH PRINT SOLUTIONS | $180M |
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLANNE · 476045942-001 | MILLIMAN, INC. | $93M |
Plans lost in 2024
Appeared last year under OAKTREE CAPITAL MANAGEMENT, L.P.; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | BENEFIT STREET PARTNERS SENIOR SECU | $1.6B |
BOARD OF TRUSTEES, NALC ANNUITY TRUST FUNDVA · 526038252-001 | (new plan) | $345M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $2M | 10y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $962,625 | 10y | - |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $946,602 | 10y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $0 | 9y | - |
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | $3.0B | 15,292 | $152,953 | 2y | - |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | $3.0B | 8,907 | $394,118 | 2y | - |
AUTOMOBILE CLUB OF SO CALIFORNIACA · 950514585-001 | $2.6B | 23,954 | $505,468 | 10y | 1 |
PIPELINE INDUSTRY PENSION FUNDOK · 736146433-001 | $1.7B | 7,849 | $192,893 | 5y | - |
AARPDC · 951985500-001 | $1.6B | 5,813 | $38,181 | 3y | - |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-002 | $1.1B | 9,402 | $905,000 | 1y | - |
Flag exposure
100.0%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 (25)
Raw Schedule C names collapsed into OAKTREE CAPITAL MANAGEMENT, L.P..
- BROOKFIELD ASSET MANAGEMENT
- BROOKFIELD ASSET MANAGEMENT PRIVATE
- BROOKFIELD ASSET MGMT PRIVATE INST
- HYPERION BROOKFIELD ASSET MGMT.
- OAKTREE
- OAKTREE CAPITAL
- OAKTREE CAPITAL MANAGEMENT
- OAKTREE CAPITAL MANAGEMENT L.P.
- OAKTREE CAPITAL MANAGEMENT LLC
- OAKTREE CAPITAL MANAGEMENT LP
- OAKTREE CAPITAL MANAGEMENT, L.P
- OAKTREE CAPITAL MANAGEMENT, L.P.
- OAKTREE CAPITAL MANAGEMENT, LP
- OAKTREE CAPITAL MGMT LP
- OAKTREE CAPITAL MGMT, L.P.
- OAKTREE CAPITAL MGMT, LP
- OAKTREE CAPITAL MGNT
- OAKTREE CAPITAL MGT LP
- OAKTREE CAPTIAL MANAGEMENT LP
- OAKTREE OPPORTUNITIES FUND IX LP
- OAKTREE OPPORTUNITIES FUND IX, LP
- OAKTREE RE OPPORTUNITIES FUND VI
- OAKTREE RE VI CAYMAN
- OAKTREE STRATEGIC CREDIT
- OAKTREE STRATEGIC INC II
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 OAKTREE CAPITAL MANAGEMENT, L.P.'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 | 5.56% | 1.71% | +3.84 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 OAKTREE CAPITAL MANAGEMENT, L.P.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent