State Street
custodian219 known aliases resolved via the canonical alias map
Market position · 2024
Plans served550-12 YoYRank #48 of mapped providers
Assets under administration$1.28T1.5%Market share · rank #5
Fees received$90MMedian $40,101/planSum across Schedule C direct + indirect
Net wins YoY-1267 won · 79 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 State Street plan look like?
Service mix · median fees per plan
Count of plans where State Street ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (directed); Custodial (other than securities); Custodial (securities)Code 18 | 142 | $52,233 | |
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 137 | $23,405 | |
Trustee (directed); Other fees; Custodial (securities); Float revenueCode 19 | 134 | $46,798 | |
Trustee (directed); Investment management; Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by planCode 21 | 41 | $48,951 | |
Trustee (directed); Other services; Investment management; Float revenue; Direct payment from the plan; Other feesCode 25 | 40 | $90,363 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 24 | $60,797 | |
Investment management; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 22 | $30,898 | |
Other services; Investment management fees paid directly by planCode 49 | 11 | $54,563 |
Competitor overlap
Percent of State Street'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 State Street.
| Sponsor | From | Assets |
|---|---|---|
CHEVRON CORPORATIONTX · 940890210-001 | Altium Wealth Management | $20.4B |
SOUTHWEST AIRLINES CO.TX · 741563240-004 | MHM Retirement Plan Solutions LLC | $17.0B |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | Health Management Systems, Inc. | $16.9B |
SHELL USA, INC.TX · 131299890-001 | MetLife Investment Management | $9.7B |
WELLS FARGO & COMPANYMN · 410449260-001 | Prudential Investment Management | $8.3B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | LMCG Investments LLC | $6.4B |
MARS, INCORPORATEDNJ · 221594774-001 | GREYSTAR THACKERAY RLTY FUND VI, LP | $5.1B |
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VINJ · 231511735-001 | NB Private Equity Credit Opp Fund | $2.7B |
FRONTIER COMMUNICATIONS PARENT, INC.CT · 862359749-001 | JPMorgan Chase | $2.4B |
CHARTER COMMUNICATIONS, INC.NC · 841496755-001 | TIAA | $2.3B |
Plans lost in 2024
Appeared last year under State Street; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-100 | Fidelity Investments | $25.0B |
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-001 | Fidelity Investments | $16.3B |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | AllianceBernstein | $11.5B |
NEXTERA ENERGY, INC.FL · 592449419-001 | Boston Partners Global Investors | $5.1B |
BAXTER HEALTHCARE INC.IL · 360781620-023 | Baxter International Inc. | $4.3B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | International Union of Painters and Allied Trades | $4.2B |
WESTROCK COMPANYGA · 473335141-027 | JPMorgan Chase | $4.0B |
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-048 | Fidelity Investments | $2.5B |
UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANYMI · 131421730-001 | AllianceBernstein | $2.4B |
SEAGATE U.S. LLCCA · 770545987-001 | Strategic Advisers | $2.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $7M | 10y | - |
RTX CORPORATIONCT · 060570975-017 | $58.6B | 214,241 | $446,000 | 3y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-011 | $39.5B | 153,905 | $480,647 | 10y | - |
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $137,905 | 5y | 1 |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $2M | 10y | - |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $2M | 8y | - |
PFIZER INCNY · 135315170-002 | $22.0B | 57,113 | $179,777 | 10y | - |
THE PROCTER & GAMBLE COMPANYOH · 310411980-002 | $22.0B | 69,403 | $82,883 | 10y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $100,000 | 1y | - |
CHEVRON CORPORATIONTX · 940890210-001 | $20.4B | 35,035 | $66,667 | 1y | 1 |
Flag exposure
94.5%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 (219)
Raw Schedule C names collapsed into State Street.
- INTERPRO TRANSLATION SOLUTIONS
- INVESTMENT PERFORMANCE SEVICES
- INVESTMENT PERFORMANCE SPECIALISTS
- INVESTMENT PERFORMANCE SVC
- INVESTMENT PERFORMANCE SVC LLC
- INVESTMENT PERFORMING SERVICES LLC
- INVESTMENT PORTFOLIO SOLUTIONS LLC
- INVESTMENT PROF. INC (PERSHING LLC)
- INVESTMENT PROFESSIONAL LLC
- INVESTMENT PROFESSIONALS
- INVESTMENT PROFESSIONALS INC
- INVESTMENT PROFESSIONALS LLC
- INVESTMENT PROFESSIONALS, INC.
- INVESTMENT PROFS, INC
- INVESTMENT PROPERTY SERVICES
- INVESTMENT PROVIDERS
- INVESTMENT RESCH & ADV GRP.
- INVESTMENT RESEACH & MANAGEMENT
- INVESTMENT RESEARCH
- INVESTMENT RESEARCH & AVISORY GROUP
- INVESTMENT RESEARCH AND
- INVESTMENT RESEARCH AND ADVISORY GR
- INVESTMENT RESEARCH AND MANAGEMENT
- INVESTMENT RESRCH & ADV. GRP, INC.
- INVESTMENT SALES CORP
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 State Street'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 | 12 | 2.18% | 7.76% | -5.58 pp |
| Fidelity bond gap | 1 | 0.18% | 26.94% | -26.76 pp |
| Late contributions | 25 | 4.55% | 1.71% | +2.83 pp |
| Failed to provide benefit | 5 | 0.91% | 0.14% | +0.77 pp |
| Corrective distributions | 24 | 4.36% | 1.76% | +2.61 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 State Street. Compare to the incumbent market share (0.8%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.8 pp vs incumbent
Frequent partners by role
Who else shows up on State Street'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 |
|---|---|---|
| WTW | 145 | 26.4% |
| Mercer | 95 | 17.3% |
| Aon | 94 | 17.1% |
| Loomis Sayles | 57 | 10.4% |
| PIMCO | 52 | 9.4% |
| The Segal Company | 52 | 9.4% |
| Income Research & Management | 40 | 7.3% |
| NEPC LLC | 40 | 7.3% |
| Meketa Investment Group | 38 | 6.9% |
| Acadian Asset Management | 36 | 6.5% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).