KKR PRISMA
36 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8Rank #1470 of mapped providers
Assets under administration$24.5B0.0%Market share · rank #550
Fees received$6MMedian $50,142/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 KKR PRISMA plan look like?
Service mix · median fees per plan
Count of plans where KKR PRISMA 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 | 6 | $159,338 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Recordkeeping fees; Other servicesCode 15 | 1 | $0 | |
Other fees; Other servicesCode 49 | 1 | $0 |
Competitor overlap
Percent of KKR PRISMA'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 KKR PRISMA.
| Sponsor | From | Assets |
|---|---|---|
NEXTERA ENERGY, INC.FL · 592449419-001 | INDEPENDENT FINANCIAL PARTNERS | $5.3B |
Plans lost in 2024
Appeared last year under KKR PRISMA; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $4M | 7y | - |
NEXTERA ENERGY, INC.FL · 592449419-001 | $5.3B | 29,209 | $577,507 | 9y | - |
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | $3.6B | 19,523 | $456,310 | 2y | - |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | $3.0B | 8,907 | $65,668 | 3y | - |
TRANSAMERICA CORPORATIONIA · 421484983-002 | $2.2B | 29,045 | $34,616 | 9y | - |
D & H CORPORATE GROUP INC.PA · 882009462-002 | $314M | 1,631 | $0 | 3y | - |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 112 PENSION PLANNY · 166052226-001 | $41M | 505 | $0 | 3y | - |
PLUMBERS & STEAMFITTERS LOCAL 489 PENSION TRUST FUND TRUSTEESMD · 520580681-001 | $28M | 238 | $0 | 4y | 1 |
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 (36)
Raw Schedule C names collapsed into KKR PRISMA.
- KKR & CO. INC.
- KKR & CO. L.P
- KKR 2006
- KKR 2006 FUND
- KKR AMERICA XII
- KKR AMERICAS FUND XII LP
- KKR ASIAN
- KKR ASIAN FUND II
- KKR ASIAN FUND III LP
- KKR ASIAN II
- KKR ASIAN III
- KKR CREDIT ADVISORS LLC
- KKR CREDIT OPPORTUNITIES PORTFOLIO
- KKR DIVERSIFIED CORE INFRASTRUCTURE
- KKR ENERGY
- KKR EURO II
- KKR EURO III
- KKR EURO IV
- KKR EUROPEAN FUND II L.P.
- KKR EUROPEAN FUND IV
- KKR EUROPEAN II
- KKR FUNDS
- KKR LENDING PARTNERS
- KKR LENDING PARTNERS II
- KKR LENDING PARTNERS II 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 KKR PRISMA'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 | 1 | 12.50% | 26.94% | -14.44 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 KKR PRISMA. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent