RIVER ROAD ASSET MANAGEMENT
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-2 YoYRank #1808 of mapped providers
Assets under administration$9.0B0.0%Market share · rank #1281
Fees received$2MMedian $269,794/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 RIVER ROAD ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where RIVER ROAD ASSET MANAGEMENT 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 | 5 | $269,794 |
Competitor overlap
Percent of RIVER ROAD 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 RIVER ROAD ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under RIVER ROAD ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BEER INDUSTRY - LOCAL UNION NO. 703 PENSION FUND TRUSTEESIL · 366522619-001 | BOYD WATTERSON ASSET MANAGEMENT | $118M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $1M | 10y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $537,191 | 9y | - |
BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUNDWI · 396045229-001 | $1.1B | 5,239 | $269,794 | 10y | - |
BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUSTOH · 346596899-001 | $671M | 3,162 | $186,659 | 10y | - |
TRUSTEES OF HAWAII TRUCKERS-TEAMSTERS UNION PENSION FUNDHI · 996009518-001 | $166M | 1,107 | $49,698 | 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 (4)
Raw Schedule C names collapsed into RIVER ROAD ASSET MANAGEMENT.
- RIVER ROAD
- RIVER ROAD ASSET MANAGEMENT
- RIVER ROAD ASSET MANAGEMENT LLC
- RIVER ROAD ASSET MANAGEMENT, LLC
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 RIVER ROAD 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 RIVER ROAD 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