WILLIAM BLAIR
125 known aliases resolved via the canonical alias map
Market position · 2024
Plans served123+2 YoYRank #166 of mapped providers
Assets under administration$261.9B0.3%Market share · rank #51
Fees received$31MMedian $72,893/planSum across Schedule C direct + indirect
Net wins YoY+115 won · 14 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 WILLIAM BLAIR plan look like?
Service mix · median fees per plan
Count of plans where WILLIAM BLAIR ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 61 | $203,938 | |
Recordkeeping fees; Employee (plan)Code 30 | 12 | $47,020 | |
Investment management; Named fiduciary; Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan)Code 26 | 11 | $21,064 | |
Investment advisory (plan); Other feesCode 27 | 11 | $54,690 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 7 | $280,212 | |
Trustee (individual); Direct payment from the planCode 20 | 4 | $10,000 | |
Other feesCode 99 | 4 | $10,173 | |
Investment management; Investment management fees paid indirectly by plan; Custodial (securities)Code 19 | 3 | $0 |
Competitor overlap
Percent of WILLIAM BLAIR'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 WILLIAM BLAIR.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | HEALTH MANAGEMENT SYSTEMS, INC. | $16.9B |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | SANDS CAPITAL MANAGEMENT, LLC | $9.1B |
BOSE CORPORATIONMA · 042655386-001 | GEORGIAN PARTNERS GROWTH LP | $866M |
LES SCHWAB WAREHOUSE CENTER, LLCOR · 930470437-333 | AMERICAN FUNDS | $865M |
BOARD OF TRUSTEES OF RETAIL WHOLESALE & DEPT STOREAL · 630708442-001 | ASB CAPITAL MANAGEMENT | $619M |
BOARD OF TRUSTEES OF U.W.M. & M. PENSION FUNDNY · 136596940-001 | U.W.M.&M HEALTH & WELFARE FUND | $213M |
BOARD OF TRUSTEES OF TEAMSTERS LOCAL 617 PENSION FUNDNJ · 237356773-001 | BENESYS, INC. | $163M |
BOARD OF TRUSTEES, IBEW LOCAL 952 VENTURA DIVISIONCA · 956397996-001 | EIDE BAILLY LLP | $118M |
BOARD OF TRUSTEES OF LOCAL 810 AFFILIATED PENSION PLANNY · 116027518-001 | UNITED WIRE METAL & MAC H&W | $34M |
RADIUS GLOBAL MARKETING RESEARCH LLCNY · 264426978-001 | RAYMOND JAMES FINANCIAL SERVICES | $22M |
Plans lost in 2024
Appeared last year under WILLIAM BLAIR; not this year.
| Sponsor | To | Assets |
|---|---|---|
3M COMPANYMN · 410417775-002 | FALCON STRATEGIC PARTNERS IV | $14.3B |
AON CORPORATIONGA · 363051915-020 | THE VANGUARD GROUP, INC. | $6.2B |
CUMMINS INC.IN · 350257090-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $3.3B |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | WEAVER AND TIDWELL, LLP | $1.9B |
BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEESCA · 942995676-001 | EPIC RETIREMENT PLAN SERVICES | $1.3B |
COTTAGE HEALTHCA · 770431902-001 | UNICORN PARTNERS FUND IV, LP | $835M |
FANUC AMERICA CORPORATIONMI · 383067354-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $296M |
ELLIOT HEALTH SYSTEM, INC.NH · 020509911-001 | MILLIMAN, INC. | $278M |
EUGENE THERAPY, LLCMN · 900624377-001 | ADP BROKER-DEALER | $46M |
CHEMICAL & INDUSTRIAL ENGINEERING, INC.KY · 611034946-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $43M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $3M | 6y | 1 |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $462,301 | 10y | 1 |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $2M | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 5y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $2M | 10y | 1 |
LIBERTY MUTUAL GROUP INC.MA · 043583679-002 | $11.4B | 49,659 | $901,200 | 7y | 2 |
UBS AGNJ · 980186363-002 | $10.2B | 34,848 | $813,064 | 5y | 1 |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $334,529 | 6y | - |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $1M | 1y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $862,389 | 7y | - |
Flag exposure
94.3%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 (125)
Raw Schedule C names collapsed into WILLIAM BLAIR.
- F. WILLIAM KIRBY
- F. WILLIAM MILLER MD
- GLOBAL TRUST COMPANY-WILLIAM BLAIR
- WILLAIM BLAIR
- WILLIAM & BLAIR COMPANY
- WILLIAM A MARTIN
- WILLIAM A. MARTIN
- WILLIAM ALEXANDER
- WILLIAM ANTHONY NARDUZZI
- WILLIAM ARNAULT
- WILLIAM ATHERTON
- WILLIAM BEEMAN
- WILLIAM BIRCHARD
- WILLIAM BLAIR
- WILLIAM BLAIR & CO
- WILLIAM BLAIR & CO LLC
- WILLIAM BLAIR & CO, LLC
- WILLIAM BLAIR & CO.
- WILLIAM BLAIR & CO. LLC
- WILLIAM BLAIR & COMPANY
- WILLIAM BLAIR & COMPANY L.L.C.
- WILLIAM BLAIR & COMPANY LLC
- WILLIAM BLAIR & COMPANY, L.L.C.
- WILLIAM BLAIR & COMPANY, LLC
- WILLIAM BLAIR & COMPANY, 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 WILLIAM BLAIR'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 | 1 | 0.81% | 7.76% | -6.95 pp |
| Fidelity bond gap | 2 | 1.63% | 26.94% | -25.32 pp |
| Late contributions | 10 | 8.13% | 1.71% | +6.42 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 15 | 12.20% | 1.76% | +10.44 pp |
| Loss discovered | 1 | 0.81% | 0.00% | +0.81 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WILLIAM BLAIR. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).