Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Acadian Asset Management LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 56 retirement plans with 100 or more participants reported paying Acadian Asset Management LLC $5,000 or more. Those plans cover 2,101,680 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $29.5M. Per plan, the median was $17.04 per participant, with the middle half of plans between $7.73 and $47.82. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Massachusetts (6), California (5) and Minnesota (4).
In 2009 it appeared on 53 such filings; in 2024, 62 (up 17%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $7.73 | $17.04 | $47.82 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.03% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| IAM National Pension Fund | Board of Trustees of the I.A.M. National Pension Fund | DC | 311,750 | $14.7B | $4.4M |
| 1199SEIU Health Care Employees Pension Fund | Board of Trustees of 1199SEIU Health Care Employees Pension Fund | NY | 296,800 | $16.1B | $7.5M |
| Southern California UFCW Unions and Food Employers Joint Pension Trust Fund | Board of Trustees, So Ca UFCW Unions & Food Employers | CA | 199,927 | $6.49B | $889K |
| Wells Fargo & Company Cash Balance Plan | Wells Fargo & Company | MN | 165,927 | $8.25B | $462K |
| Western Unite Here and Employers Pension Fund | Board of Trustees, Western Unite Here and Employers | CA | 154,012 | $3.67B | $687K |
| Citi Retirement Savings Plan | Citigroup Inc. | CT | 121,279 | $23.2B | $501K |
| International Painters and Allied Trades Industry Pension Plan | Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees | MD | 95,494 | $4.44B | $342K |
| Boilermaker-Blacksmith National Pension Trust | Board of Trustees Boilermaker-Blacksmith National | MO | 80,280 | $7.38B | $2.2M |
| Screen Actors Guild - Producers Pension Plan | Board of Trustees Screen Actors Guild - Producers | CA | 67,988 | $5.25B | $1.2M |
| Allstate Retirement Plan | The Allstate Corporation | TX | 64,168 | $4.04B | $149K |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | GA | 51,142 | $7.13B | $2.0M |
| N. Atlantic States Carp. Pension Fund | Bot of the North Atlantic States Carpenters Pension Fund | MA | 45,727 | $4.91B | $347K |
| Mid-America Carpenters Regional Council Pension Fund | Board of Trustees of Mid-America Carpenters Regional Council Pension F | IL | 37,623 | $6.30B | $467K |
| Ecolab Pension Plan | Ecolab Inc. | MN | 33,278 | $1.67B | $82K |
| Massachusetts Laborers' Annuity Fund | Bd. of Trustees of Mass. Laborers Annuity Fund | MA | 31,668 | $2.26B | $470K |
| Sysco Corporation Retirement Plan | Sysco Corporation | TX | 30,257 | $2.47B | $68K |
| U. S. Retirement Plan | Mars, Incorporated | NJ | 26,885 | $5.09B | $451K |
| Altria Retirement Plan | Altria Client Services LLC | VA | 25,614 | $6.42B | $1.5M |
| 3M Employee Retirement Income Plan | 3M Company | MN | 25,001 | $8.23B | $1.3M |
| N. Atlantic States Carp. Guaranteed Annuity Fund | Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund | MA | 23,724 | $3.70B | $367K |
| Retail Food Employers & UFCW Local 711 Pension | Board of Trustees Retail Food Employers & UFCW Local 711 Pension | UT | 23,475 | $366M | $46K |
| Main Line Health, Inc. Retirement Income Plan | Main Line Health, Inc. | PA | 19,375 | $1.49B | $218K |
| Advocate Aurora Health Pension Plan | Advocate Aurora Health, Inc. | IL | 19,215 | $964M | $6,272 |
| Cargill, Inc. and Associated Companies Salaried Employees Pension Plan | Cargill, Incorporated | MN | 16,751 | $2.00B | $79K |
| Michelin Retirement Plan | Michelin North America, Inc. | SC | 15,447 | $1.96B | $140K |
| Premier Health Partners Employees Retirement Plan | Premier Health Partners | OH | 14,944 | $411M | $128K |
| Williams Pension Plan | The Williams Companies, Inc. | OK | 10,822 | $1.35B | $84K |
| JM Family Associates' Retirement Plan | JM Family Automotive LLC | FL | 7,558 | $825M | $283K |
| Northern Illinois Annuity Fund | Northern Illinois Annuity Fund | WA | 7,405 | $160M | $60K |
| Blue Shield of California Employees Retirement Plan | California Physicians Service DBA Blue Shield of California | CA | 6,718 | $561M | $224K |
| Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan | O-I Glass, Inc. | OH | 6,042 | $544M | $123K |
| Aarp Employees' Pension Plan | Aarp | DC | 5,813 | $1.57B | $518K |
| Sheet Metal Workers' Local 73 Pension Fund | Board of Trustees of the Sheet Metal Workers 73 Pension Fund | IL | 5,310 | $784M | $150K |
| International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan | Board of Trustees I.U.O.E. Local 478 Pension Plan | CT | 5,230 | $751M | $253K |
| Arizona Pipe Trades Pension Plan | Board of Trustees Arizona Pipe Trades Pension Plan | AZ | 5,112 | $412M | $72K |
| Msa Pension Plan | Msa Worldwide, LLC | PA | 4,981 | $575M | $285K |
| Windstream Pension Plan | Windstream Services, LLC | AR | 4,448 | $433M | $19K |
| Tenth Amended & Restated Owens-Illinois Salary Retirement Plan | O-I Glass, Inc. | OH | 4,271 | $251M | $59K |
| Rhode Island Laborers Pension Plan | Ri Laborers Pension Plan Board of Trustees | RI | 3,537 | $377M | $196K |
| Care New England Pension Plan | Care New England | RI | 3,375 | $136M | $36K |
Questions and answers
How many plans does Acadian Asset Management LLC serve?
56 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Acadian Asset Management LLC?
The median plan reported $17.04 per participant in direct and indirect compensation (56 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (51 plans), Other services (4 plans), Custodial (other than securities) (2 plans) and Custodial (securities) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.