FIRST PACIFIC ADVISORS, LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #1834 of mapped providers
Assets under administration$23.0B0.0%Market share · rank #573
Fees received$1MMedian $123,617/planSum across Schedule C direct + indirect
Net wins YoY-10 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 PACIFIC ADVISORS, LLC plan look like?
Service mix · median fees per plan
Count of plans where FIRST PACIFIC ADVISORS, LLC 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 plan; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 6 | $123,617 |
Competitor overlap
Percent of FIRST PACIFIC ADVISORS, LLC'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 PACIFIC ADVISORS, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under FIRST PACIFIC ADVISORS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $5.3B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $776,706 | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $440,893 | 10y | - |
AMERICAN CANCER SOCIETY, INC.GA · 131788491-012 | $446M | 5,319 | $247,233 | 2y | - |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | $101M | 665 | $0 | 2y | 1 |
FULTON FINANCIAL CORPORATIONPA · 232195389-004 | $86M | 701 | $0 | 8y | - |
STEWART & TATE, INC.PA · 231624612-002 | $28M | 314 | $0 | 2y | 1 |
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 (5)
Raw Schedule C names collapsed into FIRST PACIFIC ADVISORS, LLC.
- FIRST PACIFIC ADVISORS
- FIRST PACIFIC ADVISORS LLC
- FIRST PACIFIC ADVISORS LP
- FIRST PACIFIC ADVISORS, LLC
- FIRST PACIFIC ADVISORS, LP
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 PACIFIC ADVISORS, LLC'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 33.33% | 1.76% | +31.57 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 PACIFIC ADVISORS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent