WINSLOW CAPITAL MANAGEMENT
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-4 YoYRank #1799 of mapped providers
Assets under administration$4.1B0.0%Market share · rank #1473
Fees received$2MMedian $306,082/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 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 WINSLOW CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where WINSLOW CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 5 | $306,082 |
Competitor overlap
Percent of WINSLOW CAPITAL 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 WINSLOW CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under WINSLOW CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | ALLIED UNIVERSAL JANITORIAL SERVICE | $4.0B |
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIANJ · 231511735-001 | BANNER RIDGE PARTNERS LP | $2.4B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HESS CORPORATIONTX · 134921002-333 | $1.9B | 6,598 | $708,257 | 10y | - |
OPERATING ENGINEERS LOCAL NO. 825 PENSION FUNDNJ · 226033380-001 | $1.2B | 11,674 | $306,082 | 10y | - |
BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUNDPA · 256032401-001 | $479M | 3,234 | $367,959 | 8y | - |
UNITED ASSOCIATED PENSION FUND LOCAL 13NY · 160778864-001 | $373M | 1,417 | $165,989 | 10y | - |
TIDALHEALTH, INC.MD · 522132761-001 | $163M | 5,981 | $28,100 | 4y | - |
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 (21)
Raw Schedule C names collapsed into WINSLOW CAPITAL MANAGEMENT.
- WINSLOW
- WINSLOW ASSET MANAGEMENT
- WINSLOW ASSET MANAGEMENT INC
- WINSLOW ASSET MANAGEMENT, INC.
- WINSLOW CAPITAL
- WINSLOW CAPITAL MANAGEMENT
- WINSLOW CAPITAL MANAGEMENT INC
- WINSLOW CAPITAL MANAGEMENT INC.
- WINSLOW CAPITAL MANAGEMENT LLC
- WINSLOW CAPITAL MANAGEMENT, INC.
- WINSLOW CAPITAL MANAGEMENT, LLC
- WINSLOW CAPITAL MANAGEMENT, LLC.
- WINSLOW CAPITAL MANAGEMENT,INC.
- WINSLOW CAPITAL MGMT
- WINSLOW CAPITAL MGMT, INC
- WINSLOW CAPITAL MGMT, LLC
- WINSLOW CAPITOL MGT LLC
- WINSLOW CAPTIAL MANAGEMENT , LLC
- WINSLOW CAPTIAL MANAGEMNET, LLC
- WINSLOW MANAGEMENT, LLC
- WINSLOW TECHNOLOGY GROUP 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 WINSLOW CAPITAL 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 WINSLOW CAPITAL 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