Russell Investments
advisor51 known aliases resolved via the canonical alias map
Market position · 2024
Plans served71-7 YoYRank #279 of mapped providers
Assets under administration$247.4B0.3%Market share · rank #50
Fees received$43MMedian $196,741/planSum across Schedule C direct + indirect
Net wins YoY-64 won · 10 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 Russell Investments plan look like?
Service mix · median fees per plan
Count of plans where Russell Investments ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (directed); Other services; Other fees; Direct payment from the planCode 25 | 24 | $256,738 | |
Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 23 | $220,508 | |
Trustee (bank, trust company, or similar financial institution); Soft dollars commissionsCode 21 | 8 | $78,917 | |
Direct payment from the plan; Consulting (general)Code 16 | 5 | $190,633 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 3 | $53,615 | |
Direct payment from the plan; Trustee (directed); Contract AdministratorCode 13 | 2 | $140,265 | |
Consulting (pension)Code 17 | 2 | $225,304 | |
Other services; Valuation (appraisals, etc.); Direct payment from the plan; Investment management fees paid directly by planCode 34 | 2 | $83,247 |
Competitor overlap
Percent of Russell Investments'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 Russell Investments.
| Sponsor | From | Assets |
|---|---|---|
ALPHA NATURAL RESOURCES, LLCTN · 562298262-005 | (new plan) | $369M |
BOARD OF TRUSTEES, NORTHERN CALIFORNIA PLASTERING INDUSTRY PENCA · 946129382-001 | SEI Investments | $172M |
VIRTUA HEALTHNJ · 223524939-001 | Frank Russell Company | $103M |
CONOPCO, INC.NJ · 131840427-035 | Fidelity Investments | $87M |
Plans lost in 2024
Appeared last year under Russell Investments; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE BANK OF NEW YORK MELLONPA · 135160382-001 | Loop Capital | $5.3B |
MERCEDES-BENZ USA, LLCGA · 222375138-002 | Voya | $845M |
ALLERGAN, INC.IL · 951622442-001 | BlackRock | $653M |
ALASKA TEAMSTER EMPLOYER PENSION TRUSTAK · 926003463-024 | Alaska Teamster ESC | $500M |
MERCEDES-BENZ USA, LLCGA · 222375138-001 | Mercer | $394M |
EL PASO ELECTRIC COMPANYTX · 740607870-001 | State Street | $278M |
TOTALENERGIES FINANCE USA, INC.TX · 233060301-005 | Crowe | $104M |
THE MOSAIC COMPANYFL · 201026454-008 | (new plan) | $19M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MICROSOFT CORPORATIONWA · 911144442-001 | $65.6B | 183,509 | $13M | 10y | - |
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $2M | 2y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $229,600 | 4y | - |
CATERPILLAR INC.TX · 370602744-035 | $18.8B | 60,357 | $159,851 | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $696,876 | 4y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $334,119 | 10y | - |
GENENTECH, INC.CA · 942347624-003 | $14.3B | 36,458 | $190,633 | 10y | - |
DUKE ENERGY CORPORATIONNC · 202777218-002 | $11.3B | 35,031 | $189,000 | 5y | 1 |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | $4.7B | 21,342 | $1M | 10y | - |
LUMEN TECHNOLOGIES, INC.LA · 720651161-001 | $4.3B | 35,763 | $340,903 | 3y | - |
Flag exposure
90.1%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 (51)
Raw Schedule C names collapsed into Russell Investments.
- HILLIARD LYONS - TONY BACKERT
- HILLSDALE GLOBAL PERFORMANCE
- HILLSPIRE, LLC
- HILLSWICK ASSET MANAGEMENT
- HILLSWICK ASSET MANAGEMENT LLC
- HILLSWICK ASSET MANAGEMENT, LLC
- HILLTOP HOLDINGS INC
- HILLTOP SECURITIES IND. NETWORK
- HILTON CAPITAL MANAGEMENT
- HILTON CAPITAL MANAGEMENT LLC
- RUSSEL
- RUSSEL INVESTMENT
- RUSSEL INVESTMENT CAPITAL LLC
- RUSSEL INVESTMENTS
- RUSSEL TRUST COMPANY
- RUSSELL 3000 EQUITY INDEX FUND
- RUSSELL ANALYTICAL
- RUSSELL FUNDS
- RUSSELL INV IMPLEMENTATION SRVCS
- RUSSELL INV. IMPLEMENTATION SERVICE
- RUSSELL INVESTMENT
- RUSSELL INVESTMENT CAPITAL, LLC
- RUSSELL INVESTMENT FUND
- RUSSELL INVESTMENT GROUP
- RUSSELL INVESTMENT IMPLEMENTATION
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 Russell Investments'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 | 3 | 4.23% | 7.76% | -3.54 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 7.04% | 1.71% | +5.33 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 7.04% | 1.76% | +5.28 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 Russell Investments. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Russell Investments'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 |
|---|---|---|
| Groom Law Group, Chartered | 2 | 2.8% |
| K&L Gates LLP | 2 | 2.8% |
| McCarter & English LLP | 2 | 2.8% |
| Baker & Hostetler LLP | 1 | 1.4% |
| Ballard Spahr LLP | 1 | 1.4% |
| Beeson Tayer & Bodine | 1 | 1.4% |
| Curtis Mallet-Prevost Colt & Mosle | 1 | 1.4% |
| FOX ROTHSCHILD LLP | 1 | 1.4% |
| Isler Dare PC | 1 | 1.4% |
| Kraw & Kraw Law Group | 1 | 1.4% |
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).