INTECH INVESTMENT MANAGEMENT LLC
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-28 YoYRank #810 of mapped providers
Assets under administration$60.7B0.1%Market share · rank #242
Fees received$7MMedian $253,911/planSum across Schedule C direct + indirect
Net wins YoY-260 won · 26 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 INTECH INVESTMENT MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where INTECH INVESTMENT MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Soft dollars commissionsCode 28 | 12 | $130,367 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 3 | $351,692 | |
Investment management fees paid indirectly by plan; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $1,025,241 |
Competitor overlap
Percent of INTECH INVESTMENT MANAGEMENT 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 INTECH INVESTMENT MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under INTECH INVESTMENT MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | ZELIS RED CARD | $10.4B |
TRAVELERS COMPANIES, INC.MN · 410518860-001 | INDEPENDENT FINANCIAL PARTNERS | $4.2B |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CACA · 436159056-001 | CALIBRE CPA GROUP PLLC | $3.3B |
QUAD/GRAPHICS, INC.WI · 391152983-003 | MARINER LLC | $2.1B |
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUNDNY · 136190433-074 | MTDC WELFARE FUND | $1.8B |
BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUNDCT · 223071963-001 | DANA INVESTMENT ADVISORS | $976M |
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUNDNY · 136358540-076 | JANUS HENDERSON | $913M |
BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLANMO · 436058365-001 | FORT WASHINGTON INVESTMENT ADVISORS | $765M |
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUNDNY · 116183515-001 | SEI INVESTMENTS | $693M |
CAPITAL BLUE CROSSPA · 230455154-002 | BLACKROCK | $454M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $1M | 9y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $987,101 | 10y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $1M | 10y | - |
PINNACLE WEST CAPITAL CORPORATIONAZ · 860512431-001 | $3.1B | 15,460 | $156,129 | 9y | - |
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUNDDC · 530088380-001 | $2.8B | 603,067 | $6,908 | 10y | - |
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | $1.9B | 11,372 | $591,941 | 10y | - |
BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUNDDC · 526074345-001 | $1.5B | 62,697 | $569,748 | 10y | - |
BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO.OR · 936021114-001 | $1.3B | 6,486 | $351,692 | 10y | - |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | $1.3B | 5,864 | $17,279 | 10y | - |
ELECTRICAL WORKERS LOCAL NO 26 PENSION TRUST FUNDMD · 526117919-001 | $1.0B | 13,539 | $403,028 | 10y | - |
Flag exposure
87.5%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 INTECH INVESTMENT MANAGEMENT LLC.
- INTECH
- INTECH ENHANCED PLUS FUND LLC
- INTECH INVESTMENET MANAGEMENT, LLC
- INTECH INVESTMENT MANAGEMENT
- INTECH INVESTMENT MANAGEMENT GROUP
- INTECH INVESTMENT MANAGEMENT LLC
- INTECH INVESTMENT MANAGEMENT LOC
- INTECH INVESTMENT MANAGEMENT, LLC
- INTECH INVESTMENT MANAGEMENT, LLC.
- INTECH INVESTMENT MANAGEMENT,LLC
- INTECH INVESTMENT MANAGMENT LLC
- INTECH INVESTMENT MGMT
- INTECH INVESTMENT MGMT LLC
- INTECH RISK-MANAGED LG CAP GROWTH
- JANUS CAPITAL MANAGEMENT
- JANUS CAPITAL MANAGEMENT INC
- JANUS CAPITAL MANAGEMENT LLC
- JANUS CAPITAL MANAGEMENT, INC
- JANUS CAPITAL MANAGEMENT, LLC
- JANUS CAPITAL MANAGMENT
- JANUS CAPITAL MGMT
- JANUS CAPITAL MGMT, LLC
- JANUS CAPTL MANAGEMENT LLC
- JANUS INTECH
- JANUS-INTECH
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 INTECH INVESTMENT MANAGEMENT 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 | 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 INTECH INVESTMENT MANAGEMENT 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