FIDELITY INVESTMENTS INSTITUTIONAL
1121 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12,190+322 YoYRank #1 of mapped providers
Assets under administration$3.60T4.0%Market share · rank #1
Fees received$2.0BMedian $22,277/planSum across Schedule C direct + indirect
Net wins YoY+3461,173 won · 827 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 FIDELITY INVESTMENTS INSTITUTIONAL plan look like?
Service mix · median fees per plan
Count of plans where FIDELITY INVESTMENTS INSTITUTIONAL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Securities brokerage commissions and fees; Account maintenance fees; Recordkeeping fees; Participant loan processingCode 37 | 9,819 | $24,545 | |
Sub-transfer agency fees; Securities brokerage commissions and fees; Recordkeeping fees; Account maintenance feesCode 60 | 1,019 | $1,233 | |
Securities brokerage commissions and fees; Recordkeeping fees; Account maintenance feesCode 64 | 449 | $11,171 | |
Shareholder servicing fees; Investment managementCode 28 | 292 | $0 | |
Trustee (discretionary); Plan Administrator; Recordkeeping fees; Participant loan processing; Account maintenance feesCode 14 | 247 | $26,250 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 138 | $112,997 | |
Trustee (discretionary); Contract Administrator; Plan Administrator; Direct payment from the plan; Consulting (general); Consulting (pension)Code 13 | 71 | $224,089 | |
Trustee (directed); Participant loan processing; Account maintenance fees; Sub-transfer agency fees; Recordkeeping fees; Other feesCode 25 | 69 | $113,082 |
Competitor overlap
Percent of FIDELITY INVESTMENTS INSTITUTIONAL'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 FIDELITY INVESTMENTS INSTITUTIONAL.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | GARCIA HAMILTON & ASSOCIATES | $48.2B |
THERMO FISHER SCIENTIFIC INC.PA · 042209186-001 | T ROWE PRICE RPS INC | $10.3B |
NOVARTIS CORPORATIONNJ · 131834433-055 | (new plan) | $9.9B |
DEERE & COMPANYIL · 362382580-001 | AON CONSULTING | $8.0B |
S&P GLOBAL, INC.NY · 131026995-002 | (new plan) | $5.7B |
DEERE & COMPANYIL · 362382580-002 | ALIGHT SOLUTIONS LLC | $4.1B |
TYSON FOODS, INC.AR · 710225165-004 | NORTHWEST PLAN SERVICES, INC. | $3.7B |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | INDEPENDENT FINANCIAL PARTNERS | $3.0B |
ALCON VISION, LLCTX · 752252369-012 | (new plan) | $2.9B |
LYONDELL CHEMICAL COMPANYTX · 954160558-007 | FID INV INST OPS CO | $2.7B |
Plans lost in 2024
Appeared last year under FIDELITY INVESTMENTS INSTITUTIONAL; not this year.
| Sponsor | To | Assets |
|---|---|---|
DEERE & COMPANYIL · 362382580-003 | FID INV INST OPS CO | $8.7B |
COMMONSPIRIT HEALTHKY · 470617373-002 | COMMONSPIRIT HEALTH | $7.9B |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | GLOBAL VIEW CAPITAL MANAGEMENT | $6.0B |
MARS, INCORPORATEDNJ · 221594774-001 | TREXQUANT OFFSHORE FUND | $5.3B |
NATIONWIDE MUTUAL INSURANCE COMPANYOH · 314177100-333 | (new plan) | $5.3B |
MANUFACTURERS AND TRADERS TRUST CO.NY · 160538020-004 | T ROWE PRICE RPS INC | $4.6B |
GEORGIA-PACIFIC LLCGA · 930432081-018 | THE VANGUARD GROUP, INC. | $4.4B |
KOCH COMPANIES, LLCKS · 992447784-002 | THE VANGUARD GROUP, INC. | $3.9B |
MANUFACTURERS AND TRADERS TRUST CONY · 160538020-002 | WILLIS TOWERS WATSON US LLC | $3.1B |
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | JEFFERIES LLC | $1.9B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MICROSOFT CORPORATIONWA · 911144442-001 | $65.6B | 183,509 | $2M | 10y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $12,104 | 10y | - |
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $461,936 | 1y | - |
AT&T INC.TX · 431301883-009 | $43.1B | 192,505 | $7M | 10y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-011 | $39.5B | 153,905 | $4M | 10y | - |
AMAZON.COM SERVICES, LLCWA · 820544687-001 | $34.6B | 1,343,800 | $6M | 1y | 2 |
FMR LLCMA · 043532603-002 | $34.2B | 93,003 | $0 | 10y | 1 |
ORACLE CORPORATIONCA · 542185193-001 | $31.0B | 101,985 | $1M | 10y | 1 |
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $2M | 10y | - |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $448,615 | 5y | - |
Flag exposure
79.3%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 (1121)
Raw Schedule C names collapsed into FIDELITY INVESTMENTS INSTITUTIONAL.
- AMEGY INVESTMENTS
- AMEGY INVESTMENTS INC
- AMEGY INVESTMENTS INC.
- AMEGY INVESTMENTS, INC
- AMEGY INVESTMENTS, INC.
- AMERICAN LIFE FIDELITY
- DELITY INVESTMENTS INSTITUTIONAL
- FA FREEDOM 2005 T- FMR CO., INC.
- FA FREEDOM 2013 T-FMR CO., INC
- FA FREEDOM 2015 T-FMR CO., INC.
- FA FREEDOM 2020 T-FMR CO., INC
- FA FREEDOM 2025 T- FMR CO., INC
- FA FREEDOM 2035 T-FMR CO., INC.
- FA FREEDOM 2040 T-FMR CO., INC.
- FA FREEDOM 2045 T-FMR. CO., INC.
- FA FREEDOM 2055 T-FMR CO., INC.
- FDELITY INVESTMENTS INSTITUTIONAL
- FEDELITY INVESTMENTS
- FEDELITY INVESTMENTS INSTITUTIONAL
- FEDILITY INVESTMENTS INSTITUTIONAL
- FID RET GOVT MM- FIDELITY MANAGE
- FIDEILITY INVESTMENTS INSTITUTIONAL
- FIDEILTY INVESTMENTS INSTITUTIONAL
- FIDEITY INVESTMENTS
- FIDEITY INVESTMENTS INSTITUTIONAL
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 FIDELITY INVESTMENTS INSTITUTIONAL'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 | 334 | 2.74% | 7.76% | -5.02 pp |
| Fidelity bond gap | 125 | 1.03% | 26.94% | -25.92 pp |
| Late contributions | 2,737 | 22.45% | 1.71% | +20.74 pp |
| Failed to provide benefit | 1,152 | 9.45% | 0.14% | +9.31 pp |
| Corrective distributions | 4,188 | 34.36% | 1.76% | +32.60 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 FIDELITY INVESTMENTS INSTITUTIONAL. Compare to the incumbent market share (18.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-18.1 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).