RBC GLOBAL ASSET MANAGEMENT
66 known aliases resolved via the canonical alias map
Market position · 2024
Plans served89-9 YoYRank #220 of mapped providers
Assets under administration$96.6B0.1%Market share · rank #135
Fees received$17MMedian $45,023/planSum across Schedule C direct + indirect
Net wins YoY-814 won · 22 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 RBC GLOBAL ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where RBC GLOBAL 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 | 28 | $70,661 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 23 | $29,666 | |
Investment management fees paid directly by planCode 51 | 8 | $124,619 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 6 | $48,038 | |
Securities brokerage commissions and fees; Float revenue; Shareholder servicing fees; Custodial (securities); Sub-transfer agency fees; Trustee (bank, trust company, or similar financial institution); Distribution (12b-1) feesCode 19 | 5 | $59,427 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 5 | $58,215 | |
Trustee (bank, trust company, or similar financial institution); Investment management; Shareholder servicing fees; Distribution (12b-1) feesCode 21 | 3 | $9,584 | |
Other services; Other feesCode 49 | 3 | $0 |
Competitor overlap
Percent of RBC GLOBAL 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 RBC GLOBAL ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | STRATEGIC ADVISORS, INC. | $3.5B |
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | ADAM DOWNS | $1.9B |
BOMBARDIER AEROSPACE (HOLDINGS) USA INC.KS · 475222722-008 | MORNEAU SHEPELL | $498M |
LESTER E. COX MEDICAL CENTERSMO · 440577118-006 | ADP BROKER-DEALER | $183M |
GRIFFITH COMPANYCA · 950795590-004 | (new plan) | $173M |
CPM ACQUISITION CORP.IA · 061612491-001 | PRINCIPAL LIFE INSURANCE COMPANY | $97M |
IMPINJ, INC.WA · 912041398-001 | STRATEGIC ADVISORS, INC. | $71M |
TRUSTEES OF THE UPPER PENINSULA PLUMBERS & PIPEFITTERS PENSIONWI · 386233970-001 | (new plan) | $68M |
FLORIDA TROWEL TRADES PENSION TRUST FUNDTN · 596214171-001 | (new plan) | $57M |
SUNTEX MARINA INVESTORS, LLCTX · 474500502-001 | ADP BROKER-DEALER | $16M |
Plans lost in 2024
Appeared last year under RBC GLOBAL ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UPTODATE, INC | $16.2B |
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | CAMDEN ASSET MANAGEMENT, LP | $5.3B |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | F/M INVESTMENTS LLC | $1.6B |
CITY NATIONAL BANKCA · 951780067-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.5B |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | ARISTOTLE CAPITAL MANAGEMENT | $812M |
TP ICAP AMERICAS HOLDINGS INC.NY · 510631562-002 | AMERICAN FUNDS | $537M |
LOCAL UNION 306 IBEW PENSION ANNUITY FUND TRUSTEESOH · 346689590-001 | MARINER LLC | $263M |
BOARD OF TRUSTEES - CHICAGO TILE INSTITUTE PENSION FUNDIL · 366033202-001 | LOOMIS SAYLES | $156M |
BOARD OF TRUSTEES DIVISION A PENSION FUNDNY · 132569697-001 | VOYAGEUR CAPITAL INVESTMENT MANAGEM | $72M |
IATSE LOCAL 8 ANNUITY FUNDPA · 232785557-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $63M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $4M | 9y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $4M | 9y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $954,918 | 7y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $1M | 4y | - |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $228,606 | 10y | - |
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $27,561 | 10y | 1 |
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | $1.9B | 11,372 | $171,657 | 6y | - |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | $1.8B | 18,092 | $801,657 | 5y | - |
BOARD OF TRUSTEES, NYSA-ILA PENSION TRUST FUND AND PLANNJ · 135652028-001 | $1.4B | 8,915 | $804,427 | 10y | - |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | $1.3B | 5,864 | $47,775 | 7y | - |
Flag exposure
93.3%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 (66)
Raw Schedule C names collapsed into RBC GLOBAL ASSET MANAGEMENT.
- CITY BANK
- CITY NATIONAL BANK
- CITY NATIONAL BANK (ROCHDALE)
- CITY NATIONAL BANK TRUST & WEALTH M
- CITY NATIONAL ROCHDALE
- CITY NATIONAL ROCHDALE LLC
- CITY NATIONAL ROCHDALE, LLC
- CITY OF ALEXANDRIA
- CITY OF LONDON INVEST MGMT CO LTD
- CITY OF LONDON INVESTMENT
- CITY OF LONDON INVESTMENT MANAGEMEN
- CITY OF LONDON INVESTMENT MGMT
- CITY OF LONDON INVST MGMT CO LTD
- CITY OF LONDON MGMT
- CITY OF LONDON, EM
- CITY PRINTING
- CITY PRINTING COMPANY, INC.
- DECKER,/MORGAN
- DECKER,/RBC
- RBC
- RBC ADVISORS
- RBC CAPTIAL MARKETS
- RBC CAPTIAL MARKETS LLC
- RBC CAPTITAL MARKETS, LLC
- RBC DAIN RAUCHER
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 RBC GLOBAL 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 | 2 | 2.25% | 26.94% | -24.69 pp |
| Late contributions | 8 | 8.99% | 1.71% | +7.28 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 15 | 16.85% | 1.76% | +15.10 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 RBC GLOBAL ASSET MANAGEMENT. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).