MARATHON ASSET MANAGEMENT
40 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21-12 YoYRank #705 of mapped providers
Assets under administration$89.8B0.1%Market share · rank #149
Fees received$10MMedian $254,748/planSum across Schedule C direct + indirect
Net wins YoY-111 won · 12 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 MARATHON ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where MARATHON ASSET MANAGEMENT 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 managementCode 28 | 11 | $90,769 | |
Trustee (bank, trust company, or similar financial institution); Investment management; Investment management fees paid directly by planCode 21 | 6 | $303,375 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 2 | $786,365 | |
Investment management; Investment management fees paid directly by plan; Custodial (securities)Code 19 | 1 | $108,158 | |
Investment advisory (plan)Code 27 | 1 | $54,161 |
Competitor overlap
Percent of MARATHON 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 MARATHON ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | LMCG INVESTMENTS LLC | $6.4B |
Plans lost in 2024
Appeared last year under MARATHON ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
MARS, INCORPORATEDNJ · 221594774-001 | TREXQUANT OFFSHORE FUND | $5.3B |
XCEL ENERGY INC.MN · 410448030-001 | NISA INVESTMENT ADVISORS, LLC | $1.3B |
XCEL ENERGY INC.MN · 410448030-008 | NISA INVESTMENT ADVISORS, LLC | $919M |
TELEDYNE TECHNOLOGIES INCORPORATEDCA · 251843385-001 | MGG INVESTMENT GROUP LP | $569M |
WINDSTREAM SERVICES, LLCAR · 852049794-001 | MORGAN STANLEY SMITH BARNEY | $415M |
XCEL ENERGY INC.MN · 410448030-009 | NISA INVESTMENT ADVISORS, LLC | $362M |
HUNT CONSOLIDATED, INC.TX · 751727234-001 | CAMBRIDGE INVESTMENT RESEARCH | $247M |
XCEL ENERGY INC.MN · 410448030-007 | NISA INVESTMENT ADVISORS, LLC | $194M |
DOLE FOOD COMPANY, INC.NC · 990035300-029 | WILSHIRE ASSOCIATES INCORPORATED | $152M |
EXETER HEALTH RESOURCES, INC.NH · 020222126-001 | NEPC, LLC | $107M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $368,706 | 10y | - |
MAYO CLINICMN · 416011702-001 | $11.8B | 93,747 | $986,445 | 10y | - |
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $694,098 | 10y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $790,633 | 10y | - |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | $6.4B | 16,852 | $254,748 | 1y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $262,058 | 3y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $2M | 8y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $344,691 | 3y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $2M | 10y | - |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | $4.7B | 21,342 | $146,134 | 5y | - |
Flag exposure
95.2%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 (40)
Raw Schedule C names collapsed into MARATHON ASSET MANAGEMENT.
- MARATHON
- MARATHON - LONDON
- MARATHON - LONDON GROUP TRUST
- MARATHON - LONDON INTERNATIONAL
- MARATHON ASSET MANAGAMENT
- MARATHON ASSET MANAGEMENT
- MARATHON ASSET MANAGEMENT (SVCS)LTD
- MARATHON ASSET MANAGEMENT LIMITED
- MARATHON ASSET MANAGEMENT LLC
- MARATHON ASSET MANAGEMENT LLP
- MARATHON ASSET MANAGEMENT LP
- MARATHON ASSET MANAGEMENT LTD
- MARATHON ASSET MANAGEMENT LTD.
- MARATHON ASSET MANAGEMENT, LLP
- MARATHON ASSET MANAGEMENT, LP
- MARATHON ASSET MANAGMENT LLC
- MARATHON ASSET MANGEMENT
- MARATHON ASSET MGMT
- MARATHON ASSET MGMT LLP
- MARATHON ASSET MGMT LTD
- MARATHON EMERGING MARKETS BOND FUND
- MARATHON GROUP TRUST
- MARATHON GROUP TRUST FUND
- MARATHON INTERNATIONAL
- MARATHON LONDON
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 MARATHON 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 | 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 MARATHON ASSET MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent