PZENA INVESTMENT MANAGEMENT
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-1 YoYRank #1204 of mapped providers
Assets under administration$34.6B0.0%Market share · rank #407
Fees received$5MMedian $334,815/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 PZENA INVESTMENT MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where PZENA INVESTMENT 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 | 10 | $320,388 | |
Investment management fees paid directly by planCode 51 | 1 | $375,476 |
Competitor overlap
Percent of PZENA INVESTMENT 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 PZENA INVESTMENT MANAGEMENT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under PZENA INVESTMENT MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | JEFFERIES LLC | $1.9B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $305,961 | 7y | - |
AMGEN INC.CA · 953540776-001 | $7.7B | 22,645 | $829,909 | 4y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $334,815 | 10y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $1M | 6y | - |
THE AEROSPACE CORPORATIONCA · 952102389-001 | $2.1B | 7,747 | $569,730 | 9y | - |
GANNETT MEDIA CORP.NY · 472390983-001 | $864M | 11,234 | $229,758 | 7y | - |
AMGEN MANUFACTURING LIMITED LLCPR · 980210484-001 | $780M | 3,198 | $78,494 | 4y | - |
BOARD OF TRUSTEES OF THE HOTEL UNION & HOTEL INDUSTRY OF HAWAII PENSIOHI · 996024339-001 | $712M | 14,713 | $199,571 | 7y | - |
THE BOARD OF TRUSTEES C/O RACHEL ALLEN, PLAN MANAGERMO · 436057739-002 | $606M | 3,881 | $375,476 | 8y | - |
BOARD OF TRUSTEES, UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152NJ · 236209656-001 | $530M | 9,885 | $93,600 | 10y | - |
Flag exposure
100.0%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 (11)
Raw Schedule C names collapsed into PZENA INVESTMENT MANAGEMENT.
- PZENA
- PZENA EUROPEAN FOCUSED VALUE
- PZENA INTERNATIONAL VALUE FD
- PZENA INTL FOCUSED VALUE FD
- PZENA INVESTMENT MAGEMENT
- PZENA INVESTMENT MANAGEMENT
- PZENA INVESTMENT MANAGEMENT LLC
- PZENA INVESTMENT MANAGEMENT LLC.
- PZENA INVESTMENT MANAGEMENT, INC.
- PZENA INVESTMENT MANAGEMENT, LLC
- PZENA INVESTMENT MGMT
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 PZENA INVESTMENT 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 PZENA INVESTMENT 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