FIRST EAGLE
17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19+2 YoYRank #749 of mapped providers
Assets under administration$12.2B0.0%Market share · rank #1087
Fees received$1MMedian $27,480/planSum across Schedule C direct + indirect
Net wins YoY+34 won · 1 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 FIRST EAGLE plan look like?
Service mix · median fees per plan
Count of plans where FIRST EAGLE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 16 | $26,005 | |
Custodial (securities); Investment managementCode 19 | 1 | $0 | |
Direct payment from the plan; Investment management fees paid directly by plan; Soft dollars commissionsCode 50 | 1 | $47,041 | |
Investment management fees paid directly by planCode 51 | 1 | $35,276 |
Competitor overlap
Percent of FIRST EAGLE'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 FIRST EAGLE.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | ARA CORE PROPERTY FUND | $683M |
BOARD OF TRUSTEES-HTL. & REST. EMP. LO.25&HTL ASSNMD · 526051390-001 | HEDGESERVE | $357M |
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001 | CARDAY ASSOCIATES | $146M |
SHEET METAL WORKERS LOCAL UNION NO. 32 PENSION TRUST FUNDFL · 596152610-001 | JOHNSTON ASSET MANAGEMENT | $59M |
Plans lost in 2024
Appeared last year under FIRST EAGLE; not this year.
| Sponsor | To | Assets |
|---|---|---|
NECA-IBEW PENSION TRUST FUNDIL · 516029903-001 | NATIONAL INVESTMENT SERVICES | $1.3B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $273,185 | 10y | - |
AMICA MUTUAL INSURANCE COMPANYRI · 050348344-001 | $1.7B | 5,706 | $131,091 | 5y | - |
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | $1.2B | 9,405 | $397,097 | 1y | - |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | $683M | 4,993 | $42,969 | 2y | - |
BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSIONTN · 620976048-001 | $452M | 5,492 | $0 | 10y | - |
BOARD OF TRUSTEES-HTL. & REST. EMP. LO.25&HTL ASSNMD · 526051390-001 | $357M | 11,610 | $27,480 | 4y | - |
LABORERS LOCAL UNION NO. 158 PENSION FUNDPA · 236580323-001 | $247M | 5,499 | $93,830 | 10y | - |
TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUSTNY · 136580055-001 | $209M | 1,852 | $92,681 | 2y | - |
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001 | $146M | 4,494 | $29,685 | 4y | - |
MASSACHUSETTS MEDICAL SOCIETYMA · 042050773-001 | $141M | 449 | $35,276 | 10y | - |
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 (17)
Raw Schedule C names collapsed into FIRST EAGLE.
- FIRST EAGLE
- FIRST EAGLE ALTERNATIVE CREDIT
- FIRST EAGLE ALTERNATIVE CREDIT LLC
- FIRST EAGLE ALTERNATIVE CREDIT, LLC
- FIRST EAGLE FUNDS
- FIRST EAGLE GLOBAL A
- FIRST EAGLE INV. MGMT LLC
- FIRST EAGLE INVESTMENT
- FIRST EAGLE INVESTMENT , LLC
- FIRST EAGLE INVESTMENT MANAGEMENT
- FIRST EAGLE INVESTMENT MANAGEMENT L
- FIRST EAGLE INVESTMENT MANAGEMENT,
- FIRST EAGLE INVESTMENT MGMT LLC
- FIRST EAGLE INVESTMENT MGMT, LLC
- FIRST EAGLE INVESTMENT MGT, LLC
- FIRST EAGLE INVESTMENTS
- FIRST EALGE
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 FIRST EAGLE'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 | 5.26% | 1.71% | +3.55 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 FIRST EAGLE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent