LEGAL & GENERAL INVESTMENT
110 known aliases resolved via the canonical alias map
Market position · 2024
Plans served135-17 YoYRank #155 of mapped providers
Assets under administration$193.0B0.2%Market share · rank #74
Fees received$31MMedian $121,783/planSum across Schedule C direct + indirect
Net wins YoY-1727 won · 44 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 LEGAL & GENERAL INVESTMENT plan look like?
Service mix · median fees per plan
Count of plans where LEGAL & GENERAL INVESTMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Valuation (appraisals, etc.); Investment management fees paid directly by plan; Direct payment from the planCode 28 | 117 | $140,138 | |
Investment advisory (plan); Direct payment from the planCode 27 | 6 | $21,338 | |
Investment management fees paid directly by planCode 51 | 5 | $61,405 | |
Legal; Investment management fees paid directly by planCode 29 | 3 | $129,569 | |
Custodial (securities); Investment managementCode 19 | 2 | $37,986 | |
Investment management fees paid directly by plan; Custodial (other than securities)Code 18 | 1 | $24,215 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 1 | $490,762 |
Competitor overlap
Percent of LEGAL & GENERAL INVESTMENT'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 LEGAL & GENERAL INVESTMENT.
| Sponsor | From | Assets |
|---|---|---|
TRUIST FINANCIAL CORPORATIONNC · 560939887-003 | STRATEGIC ADVISORS, INC. | $9.2B |
PARKER HANNIFIN CORPORATIONOH · 340451060-080 | FIDUCIARY INVESTMENT ADVISORS | $3.5B |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | ARROWSTREET CAPITAL | $2.0B |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | HEALTH SERVICES & BENEFIT ADMINISTR | $713M |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | INDEPENDENT FINANCIAL PARTNERS | $700M |
TEXAS CHILDREN'STX · 760461578-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $679M |
BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLASCA · 946083001-001 | INDEPENDENT FINANCIAL PARTNERS | $526M |
VALEO NORTH AMERICA, INC.MI · 133744485-006 | MORGAN STANLEY SMITH BARNEY | $330M |
SCHLAGE LOCK COMPANY LLCIN · 542139412-001 | WILLIS TOWERS WATSON US LLC | $228M |
SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | PRIVATE ADVISORS LLC | $212M |
Plans lost in 2024
Appeared last year under LEGAL & GENERAL INVESTMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
WILLIS TOWERS WATSON US LLCVA · 530181291-004 | GOLDMAN SACHS | $3.1B |
CHARTER COMMUNICATIONS, INC.NC · 841496755-001 | STATE STREET GLOBAL ADVISORS | $2.6B |
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | INSIGHT NORTH AMERICA LLC | $2.1B |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | SLEVIN & HART, P.C. | $1.5B |
LSC COMMUNICATIONS LLCIL · 853418344-004 | (new plan) | $1.5B |
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $914M |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | MERRILL LYNCH PIERCE FENNER & SMITH | $891M |
HORMEL FOODS CORPORATIONMN · 410319970-001 | CURCIO WEBB | $880M |
EXCELLUS HEALTH PLAN, INC.NY · 150329043-001 | PLANTE & MORAN, PLLC | $787M |
WILLIS NORTH AMERICA INC.TN · 135654526-001 | BLACKROCK | $709M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $972,858 | 7y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $106,855 | 10y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $2M | 10y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $1M | 2y | - |
TRUIST FINANCIAL CORPORATIONNC · 560939887-003 | $9.2B | 59,476 | $260,069 | 1y | 2 |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $188,340 | 9y | - |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $414,412 | 7y | - |
AETNA INC.CT · 232229683-003 | $5.2B | 49,504 | $315,578 | 6y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $705,668 | 10y | - |
WESTROCK COMPANYGA · 473335141-027 | $4.4B | 43,819 | $294,318 | 7y | - |
Flag exposure
94.8%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 (110)
Raw Schedule C names collapsed into LEGAL & GENERAL INVESTMENT.
- CITIBANK (LEGAL AND GENERAL FUND)
- L&G GLOBAL CORE
- LEGAL
- LEGAL & GEN COLLECTIVE INVT TR
- LEGAL & GEN INV MGMT AMERICA INC
- LEGAL & GEN INV. MGN AMERICA INC.
- LEGAL & GEN'L INVESTMT MGMT AMERICA
- LEGAL & GEN. INVESTMENT MGT
- LEGAL & GENEARL INVESTMENT MGMT
- LEGAL & GENERAL
- LEGAL & GENERAL AMERICA, INC
- LEGAL & GENERAL AMERICA, INC.
- LEGAL & GENERAL COLLECTIVE
- LEGAL & GENERAL COLLECTIVE INVEST
- LEGAL & GENERAL FUND
- LEGAL & GENERAL FUNDS
- LEGAL & GENERAL GROUP
- LEGAL & GENERAL GROUP PLC
- LEGAL & GENERAL IM AMERICA
- LEGAL & GENERAL INC.
- LEGAL & GENERAL INV MANAGEMENT
- LEGAL & GENERAL INV MGMT AMERICA
- LEGAL & GENERAL INV MGMT, AMERICA
- LEGAL & GENERAL INV MGN AMER INC.
- LEGAL & GENERAL INV MGT
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 LEGAL & GENERAL INVESTMENT'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 | 2 | 1.48% | 7.76% | -6.28 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 | 1 | 0.74% | 0.14% | +0.60 pp |
| Corrective distributions | 1 | 0.74% | 1.76% | -1.02 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 LEGAL & GENERAL INVESTMENT. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).