Robeco
advisor36 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+1 YoYRank #1325 of mapped providers
Assets under administration$74.7B0.1%Market share · rank #207
Fees received$3MMedian $180,016/planSum across Schedule C direct + indirect
Net wins YoY+35 won · 2 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 plan look like?
Service mix · median fees per plan
Count of plans where Robeco 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 indirectly by plan; Investment management fees paid directly by planCode 28 | 8 | $399,203 | |
Other servicesCode 49 | 1 | $5,000 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of Robeco'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.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | Health Management Systems, Inc. | $16.9B |
SHELL USA, INC.TX · 131299890-001 | MetLife Investment Management | $9.7B |
DELOITTE TOUCHE TOHMATSU SERVICES, LLCNY · 133086681-001 | SSGA 20+ US STRIPS NON-LEND FD | $241M |
HELEN KELLER SERVICES FOR THE BLINDNY · 111630807-003 | Morgan Stanley | $27M |
THE TOLEDO ZOOLOGICAL SOCIETYOH · 344440256-004 | Hileman & Associates | $25M |
Plans lost in 2024
Appeared last year under Robeco; not this year.
| Sponsor | To | Assets |
|---|---|---|
MAHLE INDUSTRIES, INCORPORATEDMI · 582431334-004 | Fidelity Investments | $598M |
BAC LOCAL #5 NEW YORK PENSION PLANNY · 146016608-001 | PENSION AND ANNUITY PLAN OF BRICKLA | $65M |
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 | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 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 | - |
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $683,512 | 8y | - |
CALERES, INC.MO · 430197190-002 | $312M | 7,371 | $340,377 | 10y | - |
DELOITTE TOUCHE TOHMATSU SERVICES, LLCNY · 133086681-001 | $248M | 2,808 | $0 | 2y | - |
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKPA · 146033598-001 | $26M | 218 | $14,379 | 10y | - |
THE TOLEDO ZOOLOGICAL SOCIETYOH · 344440256-004 | $25M | 653 | $5,000 | 1y | 1 |
BAC LOCAL 5 NEW YORK ANNUITY PLANNY · 237107109-002 | $25M | 1,723 | $19,654 | 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 (36)
Raw Schedule C names collapsed into Robeco.
- HELEMAN ASSOCIATES
- HELEN CLEVELAND PC
- HELEN CLEVELAND, P.C.
- HELEN CLEVELAND, PC
- HELEN DAVIS
- HELEN KELLER SERVICES
- HELFINSTINE NANCY J
- ROBECO
- ROBECO ASSET MANAGEMENT
- ROBECO BOSTON PARTNERS
- ROBECO BOSTON PARTNERS ASSET MGMT
- ROBECO BOSTON PARTNERS, LLC
- 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 MGT DBA BOSTON PARTNERS
- ROBECO INV. FUNDS C/O FORESIDE FUND
- ROBECO INVEST 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 Robeco'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 | 1 | 10.00% | 1.71% | +8.29 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. 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 Robeco'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 |
|---|---|---|
| Barnes, Iaccarino & Sheperd LLP | 2 | 20.0% |
| Proskauer Rose LLP | 2 | 20.0% |
| Goodwin Procter LLP | 1 | 10.0% |
| K&L Gates LLP | 1 | 10.0% |
| Kirkland & Ellis LLP | 1 | 10.0% |
| Kraw & Kraw Law Group | 1 | 10.0% |
| LMHS PC | 1 | 10.0% |
| LOCKE LORD LLP | 1 | 10.0% |
| Morgan Lewis & Bockius LLP | 1 | 10.0% |
| Neyhart Anderson Flynn & Grosboll | 1 | 10.0% |