PAYDEN & RYGEL
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16+2 YoYRank #967 of mapped providers
Assets under administration$138.0B0.1%Market share · rank #104
Fees received$8MMedian $131,789/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 PAYDEN & RYGEL plan look like?
Service mix · median fees per plan
Count of plans where PAYDEN & RYGEL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 8 | $100,617 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 51 | 6 | $145,493 | |
Investment management fees paid indirectly by planCode 52 | 1 | $236,133 | |
Sub-transfer agency feesCode 60 | 1 | $0 |
Competitor overlap
Percent of PAYDEN & RYGEL'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 PAYDEN & RYGEL.
| Sponsor | From | Assets |
|---|---|---|
HAWAIIAN ELECTRIC INDUSTRIES, INC.HI · 990208097-001 | GOLDMAN SACHS | $1.9B |
Plans lost in 2024
Appeared last year under PAYDEN & RYGEL; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $3M | 2y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $3M | 9y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $493,482 | 10y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $586,975 | 7y | - |
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $114,333 | 3y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $118,848 | 10y | - |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | $4.7B | 21,342 | $393,743 | 10y | - |
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $82,386 | 8y | - |
PEPSICO, INC.NY · 131584302-121 | $4.2B | 85,189 | $144,729 | 3y | - |
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUNDDC · 530088380-001 | $2.8B | 603,067 | $60,668 | 10y | - |
Flag exposure
93.8%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 (11)
Raw Schedule C names collapsed into PAYDEN & RYGEL.
- PAYDEN & RYDEL
- PAYDEN & RYGEL
- PAYDEN & RYGEL (STIF)
- PAYDEN & RYGEL INVESTMENT MANAGEMEN
- PAYDEN & RYGEL INVESTMENT MGMT
- PAYDEN AND RYGEL
- PAYDEN FUNDS
- PAYDEN MUTUAL FUNDS
- PAYDEN RYGEL
- PAYDEN RYGELL
- PAYDEN TALF 2020
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 PAYDEN & RYGEL'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 | 1 | 6.25% | 1.71% | +4.54 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 PAYDEN & RYGEL. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent