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State Street Global Advisors

Matched across 223 name variants in the filings

State Street Global Advisors summary

State Street Global Advisors appears on 572 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.45T in assets for 10,924,656 participants. The median client plan holds $528M. Most client plans are sponsored in NY, CA and MA. The largest clients by plan assets are RTX Corporation, International Business Machines Corporation and Jpmorgan Chase Bank, National Association. Plans reported $94.6M in direct and indirect compensation paid to State Street Global Advisors. The median is $43K per plan.

Participants
10,924,656
Median plan assets
$528M
Median plan participants
4,639
Median fees per plan
$43K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
RTX CorporationCT$68.1B211,984
International Business Machines Corporation, plan 005NY$64.5B144,897
Jpmorgan Chase Bank, National AssociationNJ$62.1B301,188
Northrop Grumman Corporation, plan 011VA$44.4B151,108
CVS Health CorporationRI$34.8B379,925
Board of Trustees of the CPF of the IUOE and Participating EmployersDC$27.4B233,478
Morgan Stanley Domestic Holdings, LLCNY$26.4B78,524
Pfizer Inc.NY$24.2B51,853
Chevron CorporationTX$22.3B35,625
The Procter & Gamble CompanyOH$22.0B69,403
Bank of America CorporationRI$19.9B154,763
Northrop Grumman Corporation, plan 030VA$19.6B102,066
National Rural Electric Cooperative Association, plan 444VA$19.1B82,085
Board of Trustees of 1199SEIU Health Care Employees Pension FundNY$19.0B301,189
Southwest Airlines Co.TX$18.9B87,150
International Business Machines Corporation, plan 001NY$18.9B146,564
Ford Motor Company, plan 001MI$17.9B135,321
Consolidated Edison Company of New York, Inc.NY$16.3B26,293
Nokia of America CorporationNJ$16.2B92,572
Board of Trustees of the I.A.M. National Pension FundDC$16.0B307,518
The Goldman Sachs Group, Inc.NY$14.6B50,430
GE Healthcare Technologies Inc.IL$14.0B88,333
National Rural Electric Cooperative Association, plan 333VA$13.3B76,938
Ford Motor Company, plan 002MI$12.4B52,871
Exxon Mobil CorporationTX$12.1B46,539

Top client states

  • NY79 plans
  • CA38 plans
  • MA35 plans
  • TX35 plans
  • NJ31 plans

Frequently asked questions

Who uses State Street Global Advisors?
572 retirement plans list State Street Global Advisors as a service provider on Schedule C of Form 5500. The largest clients by plan assets include RTX Corporation, International Business Machines Corporation, Jpmorgan Chase Bank, National Association, Northrop Grumman Corporation and CVS Health Corporation. Most client plans are sponsored in NY, CA and MA.
How many plans does State Street Global Advisors serve?
State Street Global Advisors serves 572 retirement plans with $1.45T in plan assets and 10,924,656 participants, based on the latest Form 5500 filings through 2024.
What does State Street Global Advisors charge?
Plans reported $94.6M in total Schedule C compensation paid to State Street Global Advisors. The median plan paid $43K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served572-12 YoYRank #54 of mapped providers
Assets under administration$1.45T1.4%Rank #4 by share of filed assets
Fees received$95MMedian $43,491/planSum across Schedule C direct + indirect
Net wins YoY-1869 won - 87 lostPlan-level switch detection

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