How many plans does Arrowstreet Capital serve?

Arrowstreet Capital serves 41 retirement plans with $86.4B in plan assets and 738,085 participants, based on the latest Form 5500 filings through 2024.

What does Arrowstreet Capital charge?

Plans reported $31.4M in total Schedule C compensation paid to Arrowstreet Capital. The median plan paid $241K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Arrowstreet Capital

Matched across 18 name variants in the filings

Arrowstreet Capital summary

Arrowstreet Capital appears on 41 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $86.4B in assets for 738,085 participants. The median client plan holds $562M. Most client plans are sponsored in CA, DC and NY. The largest clients by plan assets are Southern Company Services, Inc., National Rural Electric Cooperative Association and Cox Enterprises, Inc.. Plans reported $31.4M in direct and indirect compensation paid to Arrowstreet Capital. The median is $241K per plan.

Participants: 738,085
Median plan assets: $562M
Median plan participants: 5,772
Median fees per plan: $241K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Southern Company Services, Inc.	GA	$16.6B	58,821
National Rural Electric Cooperative Association	VA	$13.3B	76,938
Cox Enterprises, Inc.	GA	$7.6B	50,511
Board of Directors, Motion Picture Industry Pension	CA	$6.9B	108,417
Board of Directors, Motion Picture Industry Pension	CA	$6.7B	110,772
Siemens Energy, Inc.	FL	$4.5B	15,868
Board of Trustees, California Ironworkers Field Pension Trust Fun	CA	$3.5B	21,447
Factory Mutual Insurance Company	RI	$3.4B	9,055
TE Connectivity	PA	$3.3B	16,353
American International Group, Inc.	NY	$3.1B	37,804
BD of Trustees, UPS Local 177, Ibt Multi Employer Retirement Plan	GA	$2.3B	9,219
The Cultural Institutions Retirement System	NY	$1.7B	24,316
Bot, Western Wa Laborers-Employers Pension Trust	WA	$1.6B	20,130
Xpo CNW, Inc.	OR	$1.5B	20,311
Paul Hastings LLP	CA	$1.1B	718
University Hospitals Health System	OH	$1.1B	37,605
MaineHealth	ME	$843M	5,772
Texas Children's	TX	$726M	19,315
Independence Blue Cross, LLC	PA	$682M	3,652
University of Miami	FL	$567M	5,141
Teledyne Technologies Incorporated	CA	$562M	2,511
The Queen's Health Systems	HI	$470M	6,455
Hawaii Pacific Health	HI	$462M	8,731
IBEW Local 683 Board of Trustees	MO	$456M	5,507
Board of Trustees, Pipe Trades District Council No 36	CA	$456M	2,939

Southern Company Services, Inc.$16.6B
GAParticipants 58,821
National Rural Electric Cooperative Association$13.3B
VAParticipants 76,938
Cox Enterprises, Inc.$7.6B
GAParticipants 50,511
Board of Directors, Motion Picture Industry Pension$6.9B
CAParticipants 108,417
Board of Directors, Motion Picture Industry Pension$6.7B
CAParticipants 110,772
Siemens Energy, Inc.$4.5B
FLParticipants 15,868
Board of Trustees, California Ironworkers Field Pension Trust Fun$3.5B
CAParticipants 21,447
Factory Mutual Insurance Company$3.4B
RIParticipants 9,055
TE Connectivity$3.3B
PAParticipants 16,353
American International Group, Inc.$3.1B
NYParticipants 37,804
BD of Trustees, UPS Local 177, Ibt Multi Employer Retirement Plan$2.3B
GAParticipants 9,219
The Cultural Institutions Retirement System$1.7B
NYParticipants 24,316
Bot, Western Wa Laborers-Employers Pension Trust$1.6B
WAParticipants 20,130
Xpo CNW, Inc.$1.5B
ORParticipants 20,311
Paul Hastings LLP$1.1B
CAParticipants 718
University Hospitals Health System$1.1B
OHParticipants 37,605
MaineHealth$843M
MEParticipants 5,772
Texas Children's$726M
TXParticipants 19,315
Independence Blue Cross, LLC$682M
PAParticipants 3,652
University of Miami$567M
FLParticipants 5,141
Teledyne Technologies Incorporated$562M
CAParticipants 2,511
The Queen's Health Systems$470M
HIParticipants 6,455
Hawaii Pacific Health$462M
HIParticipants 8,731
IBEW Local 683 Board of Trustees$456M
MOParticipants 5,507
Board of Trustees, Pipe Trades District Council No 36$456M
CAParticipants 2,939

Top client states

CA10 plans
DC4 plans
NY4 plans
GA3 plans
FL2 plans

Frequently asked questions

Who uses Arrowstreet Capital?: 41 retirement plans list Arrowstreet Capital as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Southern Company Services, Inc., National Rural Electric Cooperative Association, Cox Enterprises, Inc. and Board of Directors, Motion Picture Industry Pension. Most client plans are sponsored in CA, DC and NY.
How many plans does Arrowstreet Capital serve?: Arrowstreet Capital serves 41 retirement plans with $86.4B in plan assets and 738,085 participants, based on the latest Form 5500 filings through 2024.
What does Arrowstreet Capital charge?: Plans reported $31.4M in total Schedule C compensation paid to Arrowstreet Capital. The median plan paid $241K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served41-2 YoYRank #447 of mapped providers

Assets under administration$86.4B0.1%Rank #184 by share of filed assets

Fees received$31MMedian $241,167/planSum across Schedule C direct + indirect

Net wins YoY-43 won - 7 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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