Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Arrowstreet Capital
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.
Arrowstreet Capital is named as a service provider on the Schedule C of 37 retirement plans with 100 or more participants for plan year 2024, covering 671,598 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $44.4M. Per plan, the median was $54.62 per participant, with the middle half of plans between $24.01 and $95.50. 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 California (9), New York (5) and District of Columbia (4).
In 2010 it appeared on 5 such filings; in 2024, 39. 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 | $24.01 | $54.62 | $95.50 |
| Compensation as a share of plan net assets | 0.03% | 0.04% | 0.06% |
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 |
|---|---|---|---|---|---|
| Motion Picture Industry Individual Account Plan | Board of Directors, Motion Picture Industry Pension | CA | 108,671 | $6.13B | $9.2M |
| Motion Picture Industry Pension Plan | Board of Directors, Motion Picture Industry Pension | CA | 103,919 | $5.86B | $10.7M |
| Retirement Security Plan | National Rural Electric Cooperative Association | VA | 75,823 | $11.5B | $3.0M |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | GA | 51,142 | $7.13B | $4.6M |
| New York State Nurses Association Pension Plan | Board of Trustees-New York State Nurses Association Pension Plan | NY | 46,491 | $5.84B | $2.6M |
| American International Group, Inc. Retirement Plan | American International Group, Inc. | NY | 39,221 | $2.97B | $108K |
| U. S. Retirement Plan | Mars, Incorporated | NJ | 26,885 | $5.09B | $1.7M |
| The Cultural Institutions Pension Plan | The Cultural Institutions Retirement System | NY | 24,316 | $1.67B | $2.3M |
| Bricklayers and Trowel Trades Int'l Retirement Savings Plan | Bricklayers and Trowel Trades International Pension Fund | DC | 23,618 | $265M | $39K |
| California Ironworkers Field Pension Trust | Board of Trustees, California Ironworkers Field Pension Trust Fun | CA | 21,447 | $3.49B | $2.4M |
| Xpo Pension Plan | Xpo CNW, Inc. | OR | 20,788 | $1.43B | $499K |
| Western Washington Laborers-Employers Pension Plan | Bot, Western Wa Laborers-Employers Pension Trust | WA | 19,989 | $1.47B | $732K |
| Siemens Energy, Inc. Savings Plan | Siemens Energy, Inc. | FL | 15,538 | $3.95B | $1.7M |
| Te Connectivity Retirement Savings and Investment Plan | Te Connectivity Corporation | PA | 15,295 | $3.08B | $23K |
| Brown Health Defined Benefit Retirement Plan | Lifespan Corporation d/b/a Brown University Health | RI | 13,259 | $537M | $104K |
| United Parcel Service, Inc. Local 177, I.b.t Multi-Employer Retirement Plan | BD of Trustees, UPS Local 177, Ibt Multi Employer Retirement Plan | GA | 9,288 | $2.00B | $558K |
| The Queen's Health Systems Pension Plan | The Queen's Health Systems | HI | 7,793 | $452M | $189K |
| Maine Medical Center Pension Plan | Mainehealth | ME | 5,996 | $792M | $121K |
| Retirement Plan for Employees of the Univ of Miami | University of Miami | FL | 5,141 | $557M | $448K |
| The Newspaper Guild International Pension Plan | TNG International Pension Fund | DC | 4,996 | $159M | $34K |
| IBEW Local No 640 & Az Chapter Neca Defined Benefit Pension Plan | B of T IBEW Local 640 & Az Chapter Neca DB Pension Plan | AZ | 4,507 | $228M | $68K |
| Local 191 I.B.E.W. Money Purchase Plan | Board of Trustees, Local 191 I.B.E.W. Money | WA | 4,235 | $237M | $77K |
| Pension Plan of Independence Blue Cross | Independence Blue Cross, LLC | PA | 3,786 | $686M | $860K |
| Teledyne Technologies Incorporated Pension Plan | Teledyne Technologies Incorporated | CA | 2,802 | $546M | $345K |
| Pipe Trades District Council No 36 Pension Trust | Board of Trustees, Pipe Trades District Council No 36 | CA | 2,697 | $385M | $122K |
| Retirement Plan for Employees of Phoebe Putney Health System, Inc. | Phoebe Putney Health System, Inc. | GA | 2,343 | $244M | $101K |
| Retirement Plan for Employees of South Nassau Communities Hospital | Mount Sinai South Nassau | NY | 2,162 | $131M | $19K |
| Arizona Sheet Metal Pension Trust Fund | Board of Trustees Arizona Sheet Metal Pension Trust Fund | AZ | 1,698 | $124M | $44K |
| Local 703, I.b of T., Grocery & Food Employees' Pension Plan | Trustees of Local 703, I.B. of T., Grocery & Food Employees' Pension P | IL | 1,498 | $170M | $52K |
| Pension Plan for Hourly Paid Employees of the Gallo Glass Company | Gallo Glass Company | CA | 1,294 | $224M | $377K |
| Iubac - Local Union Officers & Employees Pension Plan | BD of Trustees Iubac Local Union Officer & Empl Pension Plan | DC | 1,209 | $147M | $66K |
| Hunt Consolidated, Inc. Fidelity Pension Plan | Hunt Consolidated, Inc. | TX | 906 | $222M | $33K |
| IBEW Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund | Board of Trustees, IBEW Local 952 Ventura Division | CA | 877 | $130M | $51K |
| Paul Hastings LLP Defined Benefit Retirement Plan for Partners | Paul Hastings LLP | CA | 718 | $1.11B | $852K |
| Bac - Salaried Employees Pension Plan | BD of Trustees Iubac Salaried Empl Pen Plan | DC | 600 | $212M | $94K |
| Gallo Pension Plan for Non-Union Employees | Gallo Vineyards, Inc. | CA | 464 | $32.5M | $57K |
| The New York Philharmonic Orchestra Pension Plan | The Philharmonic-Symphony Society of New York, Inc. | NY | 186 | $65.1M | $16K |
Questions and answers
How many plans does Arrowstreet Capital 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 Arrowstreet Capital?
The median plan reported $54.62 per participant in direct and indirect compensation (37 plans reporting an amount), or 0.04% 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 (28 plans), Investment advisory (plan) (2 plans) and Investment advisory (participants) (1 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.