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Westfield Capital Management

Matched across 30 name variants in the filings

Westfield Capital Management summary

Westfield Capital Management appears on 26 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $148.9B in assets for 703,684 participants. The median client plan holds $673M. Most client plans are sponsored in NJ, NY and PA. The largest clients by plan assets are Microsoft Corporation, Morgan Stanley Domestic Holdings, LLC and Truist Financial Corporation. Plans reported $7.3M in direct and indirect compensation paid to Westfield Capital Management. The median is $136K per plan.

Participants
703,684
Median plan assets
$673M
Median plan participants
8,754
Median fees per plan
$136K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Microsoft CorporationWA$77.9B184,329
Morgan Stanley Domestic Holdings, LLCNY$26.4B78,524
Truist Financial CorporationNC$15.9B92,388
BD of Trustees Sheet Metal Workers' National Pension FundVA$10.0B153,043
Ameren CorporationMO$4.8B19,176
Joint Board of Trustees Electrical Workers Local 103 IBEWMA$2.1B10,385
Central Pennsylvania Teamsters Pension Fund, Trustees, plan 001PA$1.6B24,970
Trustees of the Pipe Trades Services MN Pension TrustMN$1.6B9,553
Operating Engineers Local No. 825 Pension FundNJ$1.2B11,674
Board of Trustees of Operating Engineers Local 101 Pension FundMO$1.1B7,955
UFCW Union & Participating Food Industry Employers Tri-State Pension FPA$896M27,068
Central Pennsylvania Teamsters Pension Fund, Trustees, plan 009PA$790M7,791
Board of Trustees I.A.T.S.E. National Pension FundNY$749M25,525
Board of Trustees of the Hrsa-Ila Pension PlanVA$596M4,245
Board of Trustees, Southern California Local 831 -CA$551M3,142
Board of Trustees, United Food & Commercial Workers Union Local 152NJ$530M9,885
Board of Trustees of the Smart Local Unions and Councils Pension FundVA$434M3,110
Board of Trustees of SMW Lu No. 28 Pension FundNY$395M5,613
Board of Trustees the UFCW Unions and Participating Employers PensionMD$281M11,413
Lear CorporationMI$195M2,964
BD of Trustees-Heat & Frost Insulators and Allied Workers Local 6 PenMA$187M1,358
Trustees of Teamsters Local No. 469 Pension FundNJ$163M1,370
Standex International CorporationNH$150M2,527
Care New EnglandRI$146M3,325
Board of Trustees, Ironworkers Local #16 Pension PlanWA$129M871

Top client states

  • NJ3 plans
  • NY3 plans
  • PA3 plans
  • VA3 plans
  • MA2 plans

Frequently asked questions

Who uses Westfield Capital Management?
26 retirement plans list Westfield Capital Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Microsoft Corporation, Morgan Stanley Domestic Holdings, LLC, Truist Financial Corporation, BD of Trustees Sheet Metal Workers' National Pension Fund and Ameren Corporation. Most client plans are sponsored in NJ, NY and PA.
How many plans does Westfield Capital Management serve?
Westfield Capital Management serves 26 retirement plans with $148.9B in plan assets and 703,684 participants, based on the latest Form 5500 filings through 2024.
What does Westfield Capital Management charge?
Plans reported $7.3M in total Schedule C compensation paid to Westfield Capital Management. The median plan paid $136K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served26-8 YoYRank #521 of mapped providers
Assets under administration$148.9B0.1%Rank #194 by share of filed assets
Fees received$7MMedian $136,307/planSum across Schedule C direct + indirect
Net wins YoY-20 won - 2 lostPlan-level switch detection

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