Who uses Sei Investments?

171 retirement plans list Sei Investments as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Pfizer Inc., Northrop Grumman Corporation, Consolidated Edison Company of New York, Inc. and UBS Ag. Most client plans are sponsored in PA, NY and CA.

How many plans does Sei Investments serve?

Sei Investments serves 171 retirement plans with $139.1B in plan assets and 954,174 participants, based on the latest Form 5500 filings through 2024.

What does Sei Investments charge?

Plans reported $64.8M in total Schedule C compensation paid to Sei Investments. The median plan paid $174K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Sei Investments

Matched across 62 name variants in the filings

Sei Investments summary

Sei Investments appears on 171 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $139.1B in assets for 954,174 participants. The median client plan holds $110M. Most client plans are sponsored in PA, NY and CA. The largest clients by plan assets are Pfizer Inc., Northrop Grumman Corporation and Consolidated Edison Company of New York, Inc.. Plans reported $64.8M in direct and indirect compensation paid to Sei Investments. The median is $174K per plan.

Participants: 954,174
Median plan assets: $110M
Median plan participants: 1,084
Median fees per plan: $174K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Pfizer Inc.	NY	$24.2B	51,853
Northrop Grumman Corporation, plan 030	VA	$19.6B	102,066
Consolidated Edison Company of New York, Inc.	NY	$16.3B	26,293
UBS Ag	NJ	$11.7B	34,122
Northrop Grumman Corporation, plan 007	VA	$8.9B	59,279
Wells Fargo & Company	MN	$8.5B	157,353
Aetna Inc.	CT	$5.3B	48,232
Cleveland-Cliffs Steel Corporation	OH	$3.5B	20,915
Valero Energy Corporation	TX	$2.9B	11,844
Norfolk Southern Corporation	GA	$2.8B	13,861
PWC US Group LLP	FL	$1.9B	15,528
Boy Scouts of America	TX	$1.5B	12,553
Board of Trustees, Eighth District Electrical Pension	NV	$1.3B	21,064
Evergy, Inc.	MO	$1.2B	6,785
Board of Trustees U.F.C.W. Local 1500 Pension Fund	NY	$1.1B	34,054
Tegna Inc.	VA	$1.0B	9,710
Sei Investments Company	PA	$1.0B	5,622
Pitney Bowes Inc.	CT	$941M	17,071
Western Connecticut Health Network, Inc.	CT	$922M	8,631
UFCW Union & Participating Food Industry Employers Tri-State Pension F	PA	$896M	27,068
Abc, Inc.	PA	$876M	2,117
Board of Trustees of Division 1181 Atu - NY Employess Pension Fund and	NY	$825M	14,070
Penske Truck Leasing Co., L.P.	PA	$774M	37,940
Komatsu Mining Corp.	WI	$741M	9,765
Board of Trustees of Nba Players' Pension Plan	IN	$725M	2,149

Pfizer Inc.$24.2B
NYParticipants 51,853
Northrop Grumman Corporation, plan 030$19.6B
VAParticipants 102,066
Consolidated Edison Company of New York, Inc.$16.3B
NYParticipants 26,293
UBS Ag$11.7B
NJParticipants 34,122
Northrop Grumman Corporation, plan 007$8.9B
VAParticipants 59,279
Wells Fargo & Company$8.5B
MNParticipants 157,353
Aetna Inc.$5.3B
CTParticipants 48,232
Cleveland-Cliffs Steel Corporation$3.5B
OHParticipants 20,915
Valero Energy Corporation$2.9B
TXParticipants 11,844
Norfolk Southern Corporation$2.8B
GAParticipants 13,861
PWC US Group LLP$1.9B
FLParticipants 15,528
Boy Scouts of America$1.5B
TXParticipants 12,553
Board of Trustees, Eighth District Electrical Pension$1.3B
NVParticipants 21,064
Evergy, Inc.$1.2B
MOParticipants 6,785
Board of Trustees U.F.C.W. Local 1500 Pension Fund$1.1B
NYParticipants 34,054
Tegna Inc.$1.0B
VAParticipants 9,710
Sei Investments Company$1.0B
PAParticipants 5,622
Pitney Bowes Inc.$941M
CTParticipants 17,071
Western Connecticut Health Network, Inc.$922M
CTParticipants 8,631
UFCW Union & Participating Food Industry Employers Tri-State Pension F$896M
PAParticipants 27,068
Abc, Inc.$876M
PAParticipants 2,117
Board of Trustees of Division 1181 Atu - NY Employess Pension Fund and$825M
NYParticipants 14,070
Penske Truck Leasing Co., L.P.$774M
PAParticipants 37,940
Komatsu Mining Corp.$741M
WIParticipants 9,765
Board of Trustees of Nba Players' Pension Plan$725M
INParticipants 2,149

Top client states

PA25 plans
NY23 plans
CA12 plans
NJ12 plans
OH10 plans

Frequently asked questions

Who uses Sei Investments?: 171 retirement plans list Sei Investments as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Pfizer Inc., Northrop Grumman Corporation, Consolidated Edison Company of New York, Inc. and UBS Ag. Most client plans are sponsored in PA, NY and CA.
How many plans does Sei Investments serve?: Sei Investments serves 171 retirement plans with $139.1B in plan assets and 954,174 participants, based on the latest Form 5500 filings through 2024.
What does Sei Investments charge?: Plans reported $64.8M in total Schedule C compensation paid to Sei Investments. The median plan paid $174K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served171-15 YoYRank #124 of mapped providers

Assets under administration$139.1B0.1%Rank #96 by share of filed assets

Fees received$65MMedian $174,020/planSum across Schedule C direct + indirect

Net wins YoY-912 won - 21 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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5-year plans-served trajectory
Customer-base shape
Median fees per service
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Plans won and lost
Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name SEI Investments as recordkeeper and list their funds in their filing.

Plans

$160M in funds

In collective trusts

average plan

In SEI Investments funds

average plan

In index funds

10%

average plan

Top managers in these lineups

Manager	Plans
SEI	2
Vanguard	1
State Street (SSgA)	1

Target-date series

None.

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.