Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
BlackRock Institutional Trust Co.
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.
For plan year 2024, 269 retirement plans with 100 or more participants reported paying BlackRock Institutional Trust Co. $5,000 or more. Those plans cover 6,202,648 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $76.4M. Per plan, the median was $15.72 per participant, with the middle half of plans between $5.33 and $40.26. 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 (33), Texas (25) and California (23).
In 2009 it appeared on 233 such filings; in 2024, 290 (up 24%). 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 | $5.33 | $15.72 | $40.26 |
| Compensation as a share of plan net assets | 0.01% | 0.01% | 0.03% |
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 |
|---|---|---|---|---|---|
| Walmart 401(k) Plan | Walmart Inc. | AR | 1,970,230 | $50.7B | $3.8M |
| JPMorgan Chase 401(k) Savings Plan | JPMorgan Chase Bank, National Association | NJ | 300,272 | $52.4B | $3.5M |
| Central Pension Fund of the IUOE & Participating Employers | Board of Trustees of the CPF of the IUOE and Participating Employers | DC | 233,478 | $27.4B | $1.1M |
| JPMorgan Chase Retirement Plan | JPMorgan Chase Bank, National Association | NJ | 202,919 | $14.6B | $1.1M |
| Pacific Coast Benefits Trust Fund | Board of Trustees, Pacific Coast Benefits Trust Fund | WA | 176,003 | $838M | $20K |
| Western States Carpenters Pension Plan | Joint Board of Trustees Western States Carpenters Pension Plan | CA | 139,574 | $11.3B | $98K |
| Citi Retirement Savings Plan | Citigroup Inc. | CT | 121,279 | $23.2B | $4.0M |
| The Citigroup Pension Plan | Citigroup Inc. | CT | 119,922 | $9.84B | $1.7M |
| Ernst & Young Retirement Savings Plan | Ernst & Young U.S. LLP | NJ | 97,058 | $18.3B | $41K |
| Morgan Stanley 401(k) Plan | Morgan Stanley Domestic Holdings, LLC | NY | 80,789 | $22.0B | $1.3M |
| 401(k) Pension Plan | National Rural Electric Cooperative Association | VA | 80,475 | $16.7B | $3.2M |
| Target Corporation Pension Plan | Target Corporation | MN | 75,775 | $3.29B | $235K |
| KPMG Pension Plan | KPMG LLP | NJ | 71,845 | $3.07B | $355K |
| Liberty Mutual Retirement Benefit Plan | Liberty Mutual Group Inc. | MA | 71,087 | $6.25B | $1.1M |
| Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan | The Procter & Gamble Company | OH | 69,403 | $21.2B | $590K |
| Exxonmobil Pension Plan | Exxon Mobil Corporation | TX | 60,890 | $11.2B | $310K |
| Liberty Mutual 401(k) Plan | Liberty Mutual Group Inc. | MA | 49,659 | $10.8B | $1.4M |
| The Goldman Sachs 401(k) Plan | The Goldman Sachs Group, Inc. | NY | 49,526 | $12.8B | $2.0M |
| 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. | Nike, Inc. | OR | 48,256 | $5.89B | $1.8M |
| The Prudential Merged Retirement Plan | The Prudential Insurance Company of America | NJ | 44,305 | $8.87B | $9,635 |
| The Procter & Gamble Savings Plan | The Procter & Gamble Company | OH | 42,915 | $5.37B | $1.1M |
| Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct | BD of TR of the Pension, Hosp & Benefit PL of the Elec Ind-Pension | NY | 40,749 | $5.24B | $1.5M |
| 3M Voluntary Investment Plan and Employee Stock Ownership Plan | 3M Company | MN | 40,574 | $10.6B | $2.4M |
| Annuity Plan of the Electrical Industry | Board of Trustees of the Annuity Plan of the Electrical Industry | NY | 39,697 | $2.28B | $244K |
| Ernst & Young Inactive Defined Benefit Retirement Plan | Ernst & Young U.S. LLP | NJ | 38,877 | $2.16B | $87K |
| HP Inc. 401(k) Plan | HP Inc. | TX | 36,268 | $10.3B | $296K |
| Marsh & McLennan Companies Retirement Plan | Marsh & McLennan Companies, Inc. | NY | 35,450 | $4.06B | $152K |
| Ecolab Pension Plan | Ecolab Inc. | MN | 33,278 | $1.67B | $109K |
| National Roofing Industry Pension Fund | National Roofing Industry Pension Fund Wilson-McShane Corporation | MN | 33,266 | $2.13B | $261K |
| Shell Pension Plan | Shell USA, Inc. | TX | 31,775 | $9.57B | $378K |
| Midwest Operating Engineers Pension Trust Fund | Trustees of the Midwest Operating Engineers Pension Trust Fund | IL | 31,707 | $5.77B | $268K |
| The Hartford Investment and Savings Plan | Hartford Fire Insurance Company | CT | 31,062 | $7.18B | $27K |
| Allegheny Health Network 401(k) Plan | Allegheny Health Network | PA | 30,839 | $1.44B | $392K |
| Savings Plan for Employees of Ntca and Its Members | National Telecommunications Cooperative Association | VA | 30,106 | $3.36B | $96K |
| Boilermakers National Annuity Trust | Board of Trustees Boilermakers National Annuity | MO | 29,668 | $1.28B | $276K |
| Farmers Group, Inc. 401(k) Savings Plan | Farmers Group, Inc. | CA | 28,962 | $4.89B | $98K |
| General Dynamics Retirement Plan (Government) | General Dynamics Corporation | VA | 28,661 | $2.68B | $30K |
| Keycorp 401(k) Savings Plan | Keycorp | OH | 28,272 | $4.13B | $989K |
| AT&T Savings and Security Plan | AT&T Inc. | TX | 27,558 | $2.26B | $22K |
| North Atlantic States Carpenters Annuity Plan | North Atlantic States Carpenters Annuity Plan | CT | 27,161 | $1.34B | $398K |
Questions and answers
How many plans does BlackRock Institutional Trust Co. serve?
269 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 BlackRock Institutional Trust Co.?
The median plan reported $15.72 per participant in direct and indirect compensation (263 plans reporting an amount), or 0.01% 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 (238 plans), Trustee (bank, trust company, or similar financial institution) (143 plans), Trustee (discretionary) (139 plans) and Investment advisory (plan) (10 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.