SSGA Funds Management Inc.
advisor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20-9 YoYRank #821 of mapped providers
Assets under administration$27.9B0.0%Market share · rank #518
Fees received$1MMedian $31,183/planSum across Schedule C direct + indirect
Net wins YoY-83 won · 11 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SSGA Funds Management Inc. plan look like?
Service mix · median fees per plan
Count of plans where SSGA Funds Management Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 12 | $17,620 | |
Investment management fees paid indirectly by plan; Custodial (other than securities); Custodial (securities); Soft dollars commissions; Investment management fees paid directly by plan; Other feesCode 18 | 3 | $99,209 | |
Trustee (directed)Code 25 | 1 | $8,503 | |
Investment advisory (plan)Code 27 | 1 | $6,998 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 1 | $93,750 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 51 | 1 | $315,494 | |
Other feesCode 99 | 1 | $37,500 |
Competitor overlap
Percent of SSGA Funds Management Inc.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SSGA Funds Management Inc..
| Sponsor | From | Assets |
|---|---|---|
ADVANCED SUSPENSION TECHNOLOGY LLCMI · 834117479-140 | Holland & Knight LLP | $121M |
SABIC INNOVATIVE PLASTICS US LLCTX · 331169273-006 | Mercer | $8M |
ENERGY HARBOR CORP.OH · 843992199-001 | Strategic Advisers | $0 |
Plans lost in 2024
Appeared last year under SSGA Funds Management Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
WELLS FARGO & COMPANYCA · 410449260-001 | Fixed Income Finance PGIM Inc | $8.8B |
MARS, INCORPORATEDNJ · 221594774-001 | Trust Company of the West | $5.3B |
HORMEL FOODS CORPORATIONMN · 410319970-001 | Curcio Webb, LLC | $880M |
CONTRA COSTA COUNTY ELECTRICAL WORKERS RETIREMENT PLAN & TRUSTCA · 946114525-001 | Fidelity Investments | $437M |
PCS ADMINISTRATION USA, INC.CO · 562111626-008 | WTW | $125M |
SHPP US LLCTX · 834241533-004 | Haynes & Boone LLP | $91M |
LIGGETT & MYERS HOLDINGS INC.FL · 510413146-002 | (new plan) | $48M |
LIGGETT & MYERS HOLDINGS INC.FL · 510413146-001 | (new plan) | $39M |
MILTON HERSHEY SCHOOLPA · 231353340-001 | (new plan) | $33M |
SHPP US LLCTX · 834241533-002 | Alight | $29M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $315,494 | 4y | - |
SOUTHERN CALIFORNIA GAS COMPANYCA · 951240705-001 | $2.4B | 12,106 | $110,838 | 10y | - |
MERCEDES-BENZ U.S. INTERNATIONAL, INC.AL · 363879353-001 | $1.2B | 7,116 | $6,998 | 4y | - |
REFINITIV US LLCNY · 204530702-001 | $1.1B | 4,222 | $5,842 | 3y | 2 |
RUSH UNIVERSITY MEDICAL CENTERIL · 362174823-006 | $879M | 15,527 | $15,764 | 2y | - |
SAN DIEGO GAS & ELECTRIC COMPANYCA · 951184800-002 | $842M | 6,335 | $33,962 | 10y | - |
PCS ADMINISTRATION USA, INC.CO · 562111626-001 | $810M | 3,116 | $28,404 | 5y | - |
MASSACHUSETTS BRICKLAYERS & MASONS PENSION FUNDMA · 046128039-001 | $547M | 4,220 | $108,847 | 10y | - |
OSRAM SYLVANIA INC.NH · 043349012-002 | $487M | 2,922 | $101,051 | 8y | 1 |
SABIC INNOVATIVE PLASTICS US LLCTX · 331169273-004 | $315M | 2,406 | $49,071 | 5y | - |
Flag exposure
95.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (20)
Raw Schedule C names collapsed into SSGA Funds Management Inc..
- 20 YEAR U.S. TREASURY STRIPS SSGA
- SSGA
- SSGA - VARIOUS FUNDS
- SSGA 90-0337987
- SSGA ADVISORS
- SSGA ALL CAP GLOBAL
- SSGA ALL RUSSELL
- SSGA COMPANY STOCK MANAGEMENT
- SSGA EQUAL WEIGHT
- SSGA FUNDS MANAGEMENT INC
- SSGA FUNDS MANAGEMENT, INC.
- SSGA GLOBAL
- SSGA REAL ASSET
- SSGA RUSSELL 3000
- SSGA S&P 500
- SSGA TRUST COMPANY
- SSGA US BOND
- SSGA US TREASURY
- SSGA-STATE STREET GLOBAL ADVISORS
- STATE GLOBAL ADVISORS (SSGA) A DIVI
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SSGA Funds Management Inc.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 5.00% | 7.76% | -2.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 10.00% | 1.71% | +8.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 5.00% | 1.76% | +3.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SSGA Funds Management Inc.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on SSGA Funds Management Inc.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Feinberg Dumont & Brennan | 2 | 10.0% |
| K&L Gates LLP | 2 | 10.0% |
| Petrillo Klein & Boxer LLP | 2 | 10.0% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 5.0% |
| Brien D Ward | 1 | 5.0% |
| Covington & Burling LLP | 1 | 5.0% |
| Haynes & Boone LLP | 1 | 5.0% |
| Isler Dare PC | 1 | 5.0% |
| Paul Hastings LLP | 1 | 5.0% |
| Vedder Price | 1 | 5.0% |