LSV ASSET MANAGEMENT
41 known aliases resolved via the canonical alias map
Market position · 2024
Plans served102-8 YoYRank #179 of mapped providers
Assets under administration$250.3B0.3%Market share · rank #54
Fees received$35MMedian $178,263/planSum across Schedule C direct + indirect
Net wins YoY-16 won · 7 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 LSV ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where LSV ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 91 | $228,749 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 51 | 4 | $167,643 | |
Investment management fees paid indirectly by planCode 52 | 3 | $0 | |
Securities brokerage; Investment advisory (plan); Investment management fees paid directly by plan; Investment managementCode 27 | 2 | $37,347 | |
Investment management fees paid directly by plan; Named fiduciary; Custodial (securities); Direct payment from the plan; Investment advisory (plan); Investment management; Securities brokerageCode 19 | 1 | $226,569 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 1 | $31,354 |
Competitor overlap
Percent of LSV ASSET MANAGEMENT'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 LSV ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | F.A.B ULOUS INC | $5.0B |
CONTINENTAL CASUALTY COMPANYIL · 362114545-005 | ALIGHT SOLUTIONS LLC | $2.5B |
BOARD OF TRUSTEES, UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152NJ · 236209656-001 | TRI-STATE ADMINISTRATORS INC | $521M |
B OF T IBEW LOCAL 640 & AZ CHAPTER NECA DB PENSION PLANAZ · 860323980-001 | BMO HARRIS BANK NA | $229M |
BOARD OF TRUSTEES OF THE SOUTHERN CALIFORNIACA · 956835541-002 | ULLICO | $38M |
Plans lost in 2024
Appeared last year under LSV ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND OF KANSAS CITYMO · 436108379-001 | WELLINGTON TRUST COMPANY | $1.3B |
HAWAII ELECTRICIANS ANNUITY PLANHI · 996020486-001 | RAYMOND JAMES FINANCIAL SERVICES | $402M |
BOARD OF TRUSTEES I.U.O.E. LOCAL 14-14B PENSION FUNDNY · 112392157-001 | WILMINGTON TRUST | $304M |
BOARD OF TRUSTEES UFCW NO. CALIFORNIA FOOD EMPLOYERS JOINT IND ACCOUNTCA · 680161773-002 | INDEPENDENT FINANCIAL PARTNERS | $254M |
BOARD OF TRUSTEES MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS' ANNUITYMD · 541999516-001 | EASTERN ATLANTIC STATES CARPENTERS | $122M |
BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUNDHI · 990176931-001 | SINGERLEWAK LLP | $53M |
BOARD OF TRUSTEES, TOTALTRUST RETIREMENT FUNDCA · 466133352-001 | INDEPENDENT FINANCIAL PARTNERS | $5M |
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 | $520,451 | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 6y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $733,243 | 9y | 1 |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $2M | 10y | 1 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $3M | 9y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $564,518 | 7y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $313,780 | 10y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $625,167 | 10y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $567,830 | 10y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $1M | 10y | - |
Flag exposure
98.0%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 (41)
Raw Schedule C names collapsed into LSV ASSET MANAGEMENT.
- HGK ASSET MANAGEMENT
- HGK ASSET MANAGEMENT COMPANY
- HGK ASSET MANAGEMENT INC
- HGK ASSET MANAGEMENT INC.
- HGK ASSET MANAGEMENT, INC
- HGK ASSET MANAGEMENT, INC.
- HGK ASSET MANAGEMENT. INC.
- HGK ASSET MANAGEMENT/HUDSON EDGE
- LSV
- LSV ASSET
- LSV ASSET MANAGEMENT
- LSV ASSET MANAGEMENT COMPANY
- LSV ASSET MANAGEMENT INTERNATIONAL
- LSV ASSET MANAGEMENT INTRNATIONAL
- LSV ASSET MANAGEMENT LLC
- LSV ASSET MANAGEMENT, LLC
- LSV ASSET MANAGER
- LSV ASSET MANAGERS
- LSV ASSET MANAGMENT
- LSV ASSET MANGEMENT
- LSV ASSET MGMT
- LSV ASSETS MANAGEMENT
- LSV ASST MANAGEMENT
- LSV CAPITAL MANAGEMENT
- LSV EM EQUITY
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 LSV ASSET MANAGEMENT'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 | 1 | 0.98% | 7.76% | -6.78 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 1.96% | 1.71% | +0.25 pp |
| Failed to provide benefit | 1 | 0.98% | 0.14% | +0.84 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 0.98% | 0.00% | +0.98 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with LSV ASSET MANAGEMENT. 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).