METROPOLITAN WEST ASSET MANAGEMENT
75 known aliases resolved via the canonical alias map
Market position · 2024
Plans served57-7 YoYRank #335 of mapped providers
Assets under administration$109.5B0.1%Market share · rank #123
Fees received$11MMedian $84,013/planSum across Schedule C direct + indirect
Net wins YoY-85 won · 13 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 METROPOLITAN WEST ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where METROPOLITAN WEST ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 42 | $89,469 | |
Other investment fees and expenses; Investment management fees paid indirectly by plan; Distribution (12b-1) feesCode 52 | 5 | $0 | |
Investment management fees paid directly by planCode 51 | 3 | $504,698 | |
Investment management fees paid directly by plan; Plan Administrator; Accounting (including auditing)Code 10 | 2 | $552,027 | |
Redemption fees; Investment management fees paid indirectly by plan; Float revenue; Participant loan processing; Recordkeeping fees; Trustee (directed); Other services; Distribution (12b-1) fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Investment advisory (plan); Trustee (bank, trust company, or similar financial institution); Shareholder servicing fees; Direct payment from the planCode 15 | 2 | $0 | |
Consulting (pension); Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 17 | 1 | $219,441 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $7,957 | |
Sub-transfer agency feesCode 60 | 1 | $0 |
Competitor overlap
Percent of METROPOLITAN WEST 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 METROPOLITAN WEST ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | HEALTH MANAGEMENT SYSTEMS, INC. | $16.9B |
BAC LOCAL #5 NEW YORK PENSION PLANNY · 146016608-001 | COLUMBIA | $64M |
VIANT TECHNOLOGY LLCCA · 811358701-001 | JPMORGAN INVEST HOLDINGS LLC | $42M |
HOLTZ BUILDERS, INC.WI · 391777699-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under METROPOLITAN WEST ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | WILLIAM BLAIR | $7.9B |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | BRANDYWINE GLOBAL INVESTMENT MGMT | $5.9B |
SELECTIVE INSURANCE COMPANY OF AMERICANJ · 221272390-002 | T ROWE PRICE RPS INC | $677M |
TEAMSTERS NEGOTIATED PENSION PLANMO · 436196083-001 | FULLER & THALER ASSET MANAGEMENT | $609M |
BOARD OF TRUSTEES RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSIONUT · 516031512-001 | SOUTHWEST SERVICE ADMINISTRATORS | $355M |
LEE ENTERPRISES, INC.IA · 420823980-003 | MERCER | $193M |
SHEET METAL 7 ZONE 3 PENSION FUNDMI · 386237161-001 | MORGAN STANLEY SMITH BARNEY | $60M |
DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.FL · 592049716-001 | T ROWE PRICE RPS INC | $26M |
KUDU DYNAMICSVA · 463357840-001 | EAGLEASSET | $22M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 5y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $644,687 | 6y | - |
MAYO CLINICMN · 416011702-001 | $11.8B | 93,747 | $553,067 | 10y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $812,083 | 8y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $387,488 | 2y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $365,075 | 9y | - |
MARS, INCORPORATEDNJ · 221594774-001 | $5.1B | 26,885 | $1M | 2y | - |
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $727,999 | 10y | - |
NXP USA, INC.TX · 200443182-001 | $3.8B | 8,578 | $144,579 | 10y | 1 |
BAE SYSTEMS, INC.VA · 223537950-050 | $3.2B | 20,783 | $1M | 10y | - |
Flag exposure
94.7%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 (75)
Raw Schedule C names collapsed into METROPOLITAN WEST ASSET MANAGEMENT.
- LAZARD INTL SELECT TCW LCG
- MET WEST
- MET WEST ASSET MGMT
- METRO WEST ASSET MGMT
- METROPOLIAN WEST ASSET MANAGEMENT
- METROPOLITAN ASSET MANAGEMENT
- METROPOLITAN WEST ASSET
- METROPOLITAN WEST ASSET LLC
- METROPOLITAN WEST ASSET MANAGEMENT
- METROPOLITAN WEST ASSET MANAGEMENT,
- METROPOLITAN WEST ASSET MANAGMENT
- METROPOLITAN WEST ASSET MANGMT, LLC
- METROPOLITAN WEST ASSET MGMT
- METROPOLITAN WEST ASSET MGMT LLC
- METROPOLITAN WEST ASSET MGMT, LLC
- METROPOLITAN WEST ASSET MGMT, LLC 9
- METROPOLITAN WEST ASSET MGMT. CO
- METROPOLITAN WEST ASSET MGMT. LLC
- METROPOLITAN WEST ASSET MGMT., LLC
- METROPOLITAN WEST ASSET MGT
- METROPOLITAN WEST ASSET MGT LLC
- METROPOLITAN WEST ASSET MNGT
- METROPOLITIAN WEST ASSET MANAGEMENT
- TCW
- TCW & METWEST FUND FAMILIES
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 METROPOLITAN WEST 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 | 1 | 1.75% | 26.94% | -25.19 pp |
| Late contributions | 2 | 3.51% | 1.71% | +1.80 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 5.26% | 1.76% | +3.50 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 METROPOLITAN WEST 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