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Sageview Advisory Group, LLC
Matched across 78 name variants in the filings
Sageview Advisory Group, LLC summary
Sageview Advisory Group, LLC appears on 760 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $173.1B in assets for 2,540,185 participants. The median client plan holds $60.8M. Most client plans are sponsored in CA, MN and FL. The largest clients by plan assets are General Atomics, Tesla, Inc. and Northeastern University. Plans reported $39.3M in direct and indirect compensation paid to Sageview Advisory Group, LLC. The median is $39K per plan.
- Participants
- 2,540,185
- Median plan assets
- $60.8M
- Median plan participants
- 774
- Median fees per plan
- $39K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| General Atomics | CA | $3.3B | 17,035 |
| Tesla, Inc. | TX | $3.2B | 95,640 |
| Northeastern University | MA | $3.0B | 14,950 |
| Stantec Consulting Services Inc. | AZ | $2.7B | 18,452 |
| Parsons Corporation | VA | $2.6B | 16,706 |
| Reyes Holdings, L.L.C. | IL | $2.5B | 29,502 |
| Environmental Systems Research Institute, Inc. | CA | $2.5B | 6,503 |
| Kla Corporation | CA | $2.5B | 9,553 |
| US Acute Care Solutions | OH | $2.3B | 10,302 |
| Denso International America, Inc. | MI | $2.3B | 12,927 |
| Western Digital Corporation | CA | $2.3B | 8,017 |
| Asml US, LLC | AZ | $2.2B | 10,102 |
| Astellas US LLC | IL | $2.0B | 5,511 |
| Ardent Health Partners, Inc. | TN | $1.9B | 31,980 |
| Molina Healthcare, Inc. | CA | $1.8B | 25,311 |
| Evergy, Inc. | MO | $1.7B | 5,937 |
| Palo Alto Networks, Inc. | CA | $1.7B | 11,586 |
| Toyota Industries North America, Inc. | IN | $1.7B | 19,272 |
| Village Practice Management Company, LLC | NY | $1.7B | 19,377 |
| Equifax, Inc | GA | $1.7B | 9,202 |
| Morrison & Foerster LLP | CA | $1.7B | 3,721 |
| Vision Service Plan | CA | $1.6B | 7,014 |
| Umg Recordings, Inc. | CA | $1.6B | 6,585 |
| Cook Group Incorporated | IN | $1.6B | 10,876 |
| Renesas Electronics America Inc. | CA | $1.5B | 4,602 |
- General Atomics$3.3BCAParticipants 17,035
- Tesla, Inc.$3.2BTXParticipants 95,640
- MAParticipants 14,950
- AZParticipants 18,452
- Parsons Corporation$2.6BVAParticipants 16,706
- ILParticipants 29,502
- CAParticipants 6,503
- Kla Corporation$2.5BCAParticipants 9,553
- OHParticipants 10,302
- MIParticipants 12,927
- CAParticipants 8,017
- Asml US, LLC$2.2BAZParticipants 10,102
- Astellas US LLC$2.0BILParticipants 5,511
- TNParticipants 31,980
- CAParticipants 25,311
- Evergy, Inc.$1.7BMOParticipants 5,937
- CAParticipants 11,586
- INParticipants 19,272
- NYParticipants 19,377
- Equifax, Inc$1.7BGAParticipants 9,202
- CAParticipants 3,721
- Vision Service Plan$1.6BCAParticipants 7,014
- Umg Recordings, Inc.$1.6BCAParticipants 6,585
- INParticipants 10,876
- CAParticipants 4,602
Top client states
- CA214 plans
- MN56 plans
- FL51 plans
- IL47 plans
- VA43 plans
Frequently asked questions
- Who uses Sageview Advisory Group, LLC?
- 760 retirement plans list Sageview Advisory Group, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include General Atomics, Tesla, Inc., Northeastern University, Stantec Consulting Services Inc. and Parsons Corporation. Most client plans are sponsored in CA, MN and FL.
- How many plans does Sageview Advisory Group, LLC serve?
- Sageview Advisory Group, LLC serves 760 retirement plans with $173.1B in plan assets and 2,540,185 participants, based on the latest Form 5500 filings through 2024.
- What does Sageview Advisory Group, LLC charge?
- Plans reported $39.3M in total Schedule C compensation paid to Sageview Advisory Group, LLC. The median plan paid $39K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Sageview Advisory Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 10 |
| Vanguard | 9 |
| JPMorgan | 7 |
| BlackRock | 6 |
| T. Rowe Price | 6 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.