ROBECO INVESTMENT MANAGEMENT
33 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+2 YoYRank #1297 of mapped providers
Assets under administration$59.4B0.1%Market share · rank #259
Fees received$3MMedian $276,467/planSum across Schedule C direct + indirect
Net wins YoY+22 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 ROBECO INVESTMENT MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where ROBECO 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 management; Investment management fees paid indirectly by planCode 28 | 8 | $372,939 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 2 | $131,572 |
Competitor overlap
Percent of ROBECO 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 ROBECO INVESTMENT MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
SHELL USA, INC.TX · 131299890-001 | METLIFE LIFE INSURANCE COMPANY | $9.7B |
DELOITTE TOUCHE TOHMATSU SERVICES, LLCNY · 133086681-001 | US BANK | $241M |
Plans lost in 2024
Appeared last year under ROBECO INVESTMENT MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $551,892 | 6y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $834,985 | 5y | - |
SHELL USA, INC.TX · 131299890-001 | $9.7B | 31,775 | $458,029 | 1y | - |
MICHELIN NORTH AMERICA, INCSC · 111724631-010 | $2.2B | 18,855 | $108,677 | 5y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $405,500 | 9y | - |
THE CHILDREN'S HOSPITAL CORPORATIONMA · 042774441-001 | $1.0B | 17,341 | $94,118 | 6y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA UNITED FOODCA · 516029925-001 | $928M | 26,295 | $212,557 | 6y | - |
CALERES, INC.MO · 430197190-002 | $312M | 7,371 | $340,377 | 10y | - |
PRESBYTERIAN HEALTHCARE SERVICESNM · 850105601-004 | $261M | 1,744 | $50,586 | 6y | - |
DELOITTE TOUCHE TOHMATSU SERVICES, LLCNY · 133086681-001 | $248M | 2,808 | $0 | 2y | - |
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 (33)
Raw Schedule C names collapsed into ROBECO INVESTMENT MANAGEMENT.
- BOSTON PARTNER GLOBAL (ROBECO)
- ROBECO
- ROBECO ASSET MANAGEMENT
- ROBECO GLOBAL EMERGING MKTS EF II
- ROBECO GLOBAL EMERGING MKTS EQUITY
- ROBECO INST ASSET MANAGEMENT
- ROBECO INST ASSET MGMT
- ROBECO INST ASSET MGMT US, INC.
- ROBECO INSTITUTIONAL ASSET
- ROBECO INSTITUTIONAL ASSET MANAGEME
- ROBECO INSTITUTIONAL ASSET MGMT
- ROBECO INSTITUTIONAL ASSET MGMT US
- ROBECO INSTMENT
- ROBECO INV. FUNDS C/O FORESIDE FUND
- ROBECO INVEST MANAGEMENT
- ROBECO INVESTMENT .MANAGEMENT
- ROBECO INVESTMENT MANAGEMENT
- ROBECO INVESTMENT MANAGEMENT (BOSTO
- ROBECO INVESTMENT MANAGEMENT INC
- ROBECO INVESTMENT MANAGEMENT INC.
- ROBECO INVESTMENT MANAGEMENT, INC
- ROBECO INVESTMENT MANAGEMENT, INC.
- ROBECO INVESTMENT MANAGMENT LLC
- ROBECO INVESTMENT MANGEMENT
- ROBECO INVESTMENT MGMT COMPANY
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 ROBECO 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 ROBECO 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