Pyramis Global Advisors
advisor25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #3121 of mapped providers
Assets under administration$2.8B0.0%Market share · rank #2659
Fees received$209,183Median $0/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 Pyramis Global Advisors plan look like?
Service mix · median fees per plan
Count of plans where Pyramis Global Advisors 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 | 4 | $0 |
Competitor overlap
Percent of Pyramis Global Advisors'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 Pyramis Global Advisors.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Pyramis Global Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
IRONWORKERS LOCAL 549-550 PENSION PLANWV · 556027928-001 | Alan Biller & Associates | $182M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUNDDC · 530088380-001 | $2.8B | 603,067 | $209,183 | 10y | - |
THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEYPA · 240863382-003 | $6M | 188 | $0 | 10y | - |
ABARTA COCA-COLA BEVERAGES, LLCPA · 815335792-001 | $4M | 161 | $0 | 8y | - |
ABARTA, INC.PA · 231882790-002 | $811,125 | 19 | $0 | 10y | - |
Flag exposure
100.0%Market: 89.1%
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 (25)
Raw Schedule C names collapsed into Pyramis Global Advisors.
- GUGGENHEIM REAL ESTATE
- GUGGENHEIM REAL ESTATE LLC
- GUGGENHEIM TRUST CO LLC
- GUGGENHEIM TRUST COMPANY
- GUGGENHEIM TRUST COMPANY, LLC
- PYRAMIS
- PYRAMIS GLOBAL
- PYRAMIS GLOBAL ADVISIORS TRUST CO
- PYRAMIS GLOBAL ADVISOR HOLDING
- PYRAMIS GLOBAL ADVISORS
- PYRAMIS GLOBAL ADVISORS (FIDELITY)
- PYRAMIS GLOBAL ADVISORS HOLDINGS CO
- PYRAMIS GLOBAL ADVISORS LLC
- PYRAMIS GLOBAL ADVISORS TRUST
- PYRAMIS GLOBAL ADVISORS TRUST CO
- PYRAMIS GLOBAL ADVISORS TRUST CO.
- PYRAMIS GLOBAL ADVISORS TRUST COMP.
- PYRAMIS GLOBAL ADVISORS TRUST COMPA
- PYRAMIS GLOBAL ADVISORS, A FIDELITY
- PYRAMIS GLOBAL ADVISORS, LLC
- PYRAMIS GLOBAL ADVRS TRUST COMPANY
- PYRAMIS GLOBAL INVESTORS
- PYRAMIS GROUP - FMR
- PYRAMIS SELECT GLOBAL EQUITY
- PYRAMIS/FIDELITY ASSET MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Pyramis Global Advisors'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 Pyramis Global Advisors. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Pyramis Global Advisors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Potts-Dupre, Hawkins & Kramer | 1 | 25.0% |