Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Allspring Global Investments
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Allspring Global Investments is named as a service provider on the Schedule C of 37 retirement plans with 100 or more participants for plan year 2024, covering 554,563 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $7.2M. Per plan, the median was $21.90 per participant, with the middle half of plans between $5.63 and $33.75. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (7), California (5) and Indiana (2).
In 2009 it appeared on 97 such filings; in 2024, 39 (down 60%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $5.63 | $21.90 | $33.75 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| IBM Personal Pension Plan | International Business Machines Corporation | NY | 144,666 | $17.6B | $1.6M |
| UFCW No. California Employers Joint Pension Plan | Board of Trustees, UFCW No. California Employers Joint Pension Plan | CA | 130,691 | $2.89B | $360K |
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board of Trustees | PA | 54,107 | $11.7B | $1.2M |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | GA | 51,142 | $7.13B | $1.1M |
| Automatic Data Processing Inc. Pension Retirement Plan | Automatic Data Processing, Inc. | NJ | 40,486 | $1.75B | $105K |
| The Interpublic Group of Companies, Inc. Savings Plan | The Interpublic Group of Companies, Inc. | NY | 37,524 | $4.07B | $1.1M |
| Seafarers Pension Plan | Board of Trustees Seafarers Pension Plan | MD | 17,705 | $2.06B | $289K |
| Phillips 66 Retirement Plan | Phillips 66 Company | TX | 15,952 | $2.20B | $0 |
| Shaws Supermarkets, Inc. Pension Plan for Union Employees | Shaws Supermarkets Inc. | ID | 7,531 | $229M | $51K |
| Retirement Income Plan for the Employees of National Railroad Passenger Corporation | National Railroad Passenger Corporation | DC | 5,854 | $340M | $15K |
| I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a | I.B.E.W. Board of Trustees for Local 357 Pension Trust | NV | 4,922 | $547M | $186K |
| Banquet Employees - Unions Pension Trust Fund | Conagra Brands, Inc. | NE | 4,486 | $195M | $103K |
| Wa-Id Laborers Employers Pension Trust | Wa-Id Laborers Employers Pension Trust | WA | 4,292 | $209M | $69K |
| Pension Plan Private Sanitation Union Local 813 Ibt | Board of Trustees of Pension Fund Private Sanitation Union Local 813 I | NY | 3,308 | $279M | $25K |
| The Cooper Companies, Inc. Retirement Income Plan | The Cooper Companies, Inc. | CA | 3,148 | $161M | $17K |
| Columbia Energy Group Pension Plan | Nisource Inc. | IN | 2,791 | $334M | $115K |
| Tronox Incorporated Retirement Plan | Tronox Incorporated | CT | 2,439 | $171M | $14K |
| Oce Employees' Cash Accumulation Plan | Cusa Acquisition LLC | NY | 2,260 | $157M | $11K |
| MNS, Ltd. Profit-Sharing Plan | MNS, Ltd. | HI | 2,169 | $264M | $59K |
| National Basketball Association Players' Pension Plan | Board of Trustees of Nba Players' Pension Plan | IN | 2,149 | $715M | $289K |
| Pipe Fitters Local Union No. 120 Pension Plan | Pipe Fitters Local Union 120 Pens. Fund | OH | 2,009 | $221M | $62K |
| Retirement Plan for Employees of Matson | Matson, Inc. | CA | 1,859 | $242M | $0 |
| International Union of Operating Engineers Local 14-14B Pension FD | Board of Trustees I.U.O.E. Local 14-14B Pension Fund | NY | 1,784 | $351M | $141K |
| Pension Plan for Salaried Employees of Stater Bros. Markets | Stater Bros. Markets | CA | 1,677 | $179M | $7,717 |
| Transit Management of Southeast Louisiana, Inc. Retirement Income Plan | Transit Management of Southeast Louisiana, Inc. | LA | 1,568 | $172M | $103K |
| Local 816 Labor & Management Pension Trust Fund | Board of Trustees of Local 816 Labor and Management Pension Trust Fund | NY | 1,409 | $152M | $104K |
| Ampex Consolidated Retirement Plan | Ampex Corporation | CT | 1,238 | $109M | $40K |
| Ret. Program for Ees of Viskase Companies, Inc. | Viskase Companies, Inc. | IL | 1,091 | $88.5M | $5,098 |
| TURN2 Specialty Companies 401(k) Plan | TURN2 Specialty Companies, LLC | TX | 943 | $3.7M | $0 |
| Sun Health Corporation Pension Plan | Banner Health | AZ | 915 | $32.7M | $22K |
| Spokane Methodist Homes, Inc. Employee Retirement Savings Plan | Spokane United Methodist Homes, Inc. | WA | 900 | $15.1M | $0 |
| Secure Transportation 401(k) Plan | Secure Transportation Company, Inc. | CA | 467 | $3.7M | $0 |
| DMB Sports Clubs Ltd. Partnership Employee Savings Trust | DMB Sports Clubs Limited Partnership | AZ | 345 | $19.3M | $20K |
| Checkout, LLC 401(k) Profit Sharing Plan | Checkout, LLC | NY | 264 | $8.4M | $0 |
| Kudu Dynamics 401(k) Retirement Pla N | Kudu Dynamics | VA | 207 | $30.6M | $0 |
| Kognitiv, Inc. 401(k) Plan | Kognitiv, Inc. | MA | 156 | $14.1M | $0 |
| Dvsport, Inc. 401(k) Plan | Dvsport, Inc. | PA | 109 | $8.0M | $0 |
Questions and answers
How many plans does Allspring Global Investments serve?
37 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Allspring Global Investments?
The median plan reported $21.90 per participant in direct and indirect compensation (28 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (27 plans), Investment advisory (plan) (6 plans), Recordkeeping and information management (3 plans) and Trustee (bank, trust company, or similar financial institution) (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.