DELAWARE INVESTMENTS
93 known aliases resolved via the canonical alias map
Market position · 2024
Plans served66+3 YoYRank #279 of mapped providers
Assets under administration$83.6B0.1%Market share · rank #168
Fees received$10MMedian $38,159/planSum across Schedule C direct + indirect
Net wins YoY+817 won · 9 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 DELAWARE INVESTMENTS plan look like?
Service mix · median fees per plan
Count of plans where DELAWARE INVESTMENTS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 39 | $48,844 | |
Trustee (bank, trust company, or similar financial institution); Custodial (securities)Code 19 | 5 | $5,847 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 21 | 4 | $39,558 | |
Direct payment from the plan; Contract Administrator; Recordkeeping feesCode 13 | 3 | $16,216 | |
Investment management fees paid indirectly by plan; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 3 | $187,859 | |
Investment management fees paid directly by planCode 51 | 3 | $234,730 | |
Custodial (other than securities); Direct payment from the plan; Other investment fees and expensesCode 18 | 2 | $38,890 | |
Other feesCode 99 | 2 | $17,213 |
Competitor overlap
Percent of DELAWARE INVESTMENTS'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 DELAWARE INVESTMENTS.
| Sponsor | From | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | ELM MONEY MANAGEMENT LLC | $10.0B |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | BASYS | $7.1B |
VERIZON COMMUNICATIONS INC.NJ · 232259884-016 | PENSION BENEFIT INFORMATION | $5.7B |
VERIZON CORPORATE SERVICES GROUP INC.NJ · 131675522-001 | PENSION BENEFIT INFORMATION | $1.6B |
BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUNDWI · 396045229-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $1.1B |
PACIFIC HIDE & FUR DEPOT D/B/A PACIFIC STEEL AND RECYCLINGMT · 810246538-001 | THE VANGUARD GROUP, INC. | $442M |
ELECTRICIANS ANNUITY FUND IBEW LOCAL 456NJ · 222180156-001 | PRIAC | $356M |
NISOURCE INC.IN · 352108964-001 | ALIGHT SOLUTIONS LLC | $334M |
ROOFERS LOCAL NO. 20 PENSION PLANMO · 436142370-002 | DST ASSET MANAGER SOLUTIONS, INC. | $105M |
DELAWARE PARK MANAGEMENT COMPANY, LLCDE · 113790086-001 | ERNST & YOUNG LLP | $43M |
Plans lost in 2024
Appeared last year under DELAWARE INVESTMENTS; not this year.
| Sponsor | To | Assets |
|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | MERCER | $7.7B |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | SLEVIN & HART, P.C. | $1.5B |
OWENS CORNINGOH · 432109021-001 | CULPEPPER GROUP LLC | $341M |
UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL NO.OH · 346611397-001 | LOCAL 44 FRINGE BENEFIT FUNDS | $89M |
BRADFORD WHITE CORPORATIONPA · 232384646-003 | PNC BANK, N.A. | $72M |
BARLEY SNYDER LLPPA · 231499543-003 | MORELY CAPITAL | $28M |
BRANFORD FILTRATION, LLC DBA FIBRIX FILTRATIONNC · 852075925-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $7M |
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 | $792,079 | 4y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $1M | 10y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $2M | 3y | - |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $282,206 | 2y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $97,681 | 6y | - |
VERIZON COMMUNICATIONS INC.NJ · 232259884-016 | $5.7B | 37,982 | $58,964 | 1y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $517,316 | 6y | - |
UNITED SERVICES AUTOMOBILE ASSOCIATIONTX · 740959140-001 | $4.6B | 49,301 | $193,922 | 10y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $234,730 | 5y | - |
BOARD OF TRUSTEESNY · 131764242-001 | $2.6B | 56,488 | $200,128 | 4y | - |
Flag exposure
95.5%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 (93)
Raw Schedule C names collapsed into DELAWARE INVESTMENTS.
- DELAWARE
- DELAWARE (FINAL INVOICE)
- DELAWARE ASSET MANAGEMENT
- DELAWARE AVENUE WEALTH PLANNERS LLC
- DELAWARE CAPITAL
- DELAWARE CAPITAL MANAGEMENT
- DELAWARE CAPITAL MNGMNT ADVISER INC
- DELAWARE CAPTIAL
- DELAWARE CHARTER GUARANTE AND TRUST
- DELAWARE CHARTER GUARANTEE
- DELAWARE CHARTER GUARANTEE & TRUST
- DELAWARE CHARTER GUARANTEEE & TRUST
- DELAWARE COMPANY
- DELAWARE FUNDS BY MACQUARIE
- DELAWARE FUNDS DELAWARE INV SM CAP
- DELAWARE GROUP ADVISER FUNDS
- DELAWARE INESTMENTS
- DELAWARE INTERNATIONAL
- DELAWARE INVESTEMENTS
- DELAWARE INVESTMENNTS
- DELAWARE INVESTMENT
- DELAWARE INVESTMENT ADVISERS
- DELAWARE INVESTMENT ADVISORS
- DELAWARE INVESTMENTS
- DELAWARE INVESTMENTS 23-2448660
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 DELAWARE INVESTMENTS'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 | 1.52% | 7.76% | -6.25 pp |
| Fidelity bond gap | 2 | 3.03% | 26.94% | -23.91 pp |
| Late contributions | 2 | 3.03% | 1.71% | +1.32 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 1.52% | 1.76% | -0.24 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 DELAWARE INVESTMENTS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent