Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
State Street Global Advisors
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.
State Street Global Advisors is named as a service provider on the Schedule C of 210 retirement plans with 100 or more participants for plan year 2024, covering 3,604,149 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $28.8M. Per plan, the median was $7.13 per participant, with the middle half of plans between $2.51 and $17.34. 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 (30), California (19) and Massachusetts (15).
In 2016 it appeared on 6 such filings; in 2024, 253. 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 | $2.51 | $7.13 | $17.34 |
| Compensation as a share of plan net assets | 0.00% | 0.01% | 0.01% |
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 |
|---|---|---|---|---|---|
| Publix Super Markets, Inc. 401(k) Smart Plan | Publix Super Markets, Inc. | FL | 239,138 | $8.06B | $436K |
| 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 | $2.3M |
| S.E.I.U. National Industry Pension Fund | Board of Trustees of the S.E.I.U. National Industry Pension Fund | DC | 168,072 | $1.70B | $261K |
| UPS Retirement Plan | United Parcel Service of America, Inc. | GA | 144,570 | $21.2B | $100K |
| Sodexo 401 (K) Employees' Retirement Savings Plan and Trust | Sodexo, Inc. | MD | 130,486 | $2.45B | $128K |
| Building Service 32BJ Pension Fund | Board of Trustees of the Building Service 32BJ Pension Fund | NY | 121,234 | $4.57B | $317K |
| Nordstrom 401(k) Plan | Nordstrom, Inc. | WA | 109,402 | $4.29B | $47K |
| Southwest Airlines Co. Retirement Savings Plan | Southwest Airlines Co. | TX | 85,685 | $17.0B | $31K |
| Morgan Stanley 401(k) Plan | Morgan Stanley Domestic Holdings, LLC | NY | 80,789 | $22.0B | $1.6M |
| Laborers Annuity Plan for Northern California | Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity | CA | 78,189 | $1.54B | $83K |
| Target Corporation Pension Plan | Target Corporation | MN | 75,775 | $3.29B | $140K |
| KPMG Pension Plan | KPMG LLP | NJ | 71,845 | $3.07B | $87K |
| Allstate Retirement Plan | The Allstate Corporation | TX | 64,168 | $4.04B | $96K |
| Allstate 401(k) Savings Plan | The Allstate Corporation | TX | 61,370 | $7.62B | $933K |
| Cigna Pension Plan | Cigna Holding Company | PA | 51,700 | $3.84B | $84K |
| The Goldman Sachs 401(k) Plan | The Goldman Sachs Group, Inc. | NY | 49,526 | $12.8B | $112K |
| Laborers Pension Trust Fund for Northern California | Board of Trustees Laborers Pension Trust Fund for Northern California | CA | 44,826 | $5.45B | $593K |
| Omnicom Group Retirement Savings Plan | Omnicom Group Inc. | NY | 42,833 | $4.47B | $0 |
| Construction Laborers Pension Trust Fund for Southern California | Board of Trustees,construction Laborers Pension Trust for Southern Cal | CA | 42,443 | $3.67B | $90K |
| The Travelers 401(k) Savings Plan | Travelers Companies, Inc. | MN | 42,215 | $10.4B | $139K |
| Glaxosmithkline Cash Balance Pension Plan | Glaxosmithkline LLC | PA | 35,701 | $2.90B | $120K |
| Chevron Employee Savings Investment Plan | Chevron Corporation | TX | 35,035 | $20.4B | $67K |
| Time Warner Cable Pension Plan | Charter Communications, Inc. | NC | 34,730 | $2.29B | $80K |
| Paramount Global 401(k) Plan (Fka Viacomcbs 401(k) Plan) | Paramount Global | NY | 33,764 | $6.35B | $100K |
| Ecolab Pension Plan | Ecolab Inc. | MN | 33,278 | $1.67B | $14K |
| National Roofing Industry Pension Fund | National Roofing Industry Pension Fund Wilson-McShane Corporation | MN | 33,266 | $2.13B | $1.0M |
| New York State Teamsters Conference Pension & Retirement Fund | Trustees of Nys Teamsters Conference | NY | 32,657 | $2.82B | $296K |
| McDonald's Corporation 401(k) Plan | McDonald's Corporation and Subsidiaries | IL | 32,254 | $3.74B | $662 |
| Massachusetts Laborers' Annuity Fund | Bd. of Trustees of Mass. Laborers Annuity Fund | MA | 31,668 | $2.26B | $244K |
| The Members Retirement Plan | Trustees of the Members Retirement Plan | IL | 31,309 | $694M | $144K |
| The Hartford Investment and Savings Plan | Hartford Fire Insurance Company | CT | 31,062 | $7.18B | $77K |
| Jacobs 401(k) Plus Savings Plan | Jacobs Engineering Group Inc. | TX | 29,462 | $6.38B | $56K |
| Transamerica Pension Plan | Transamerica Corporation | IA | 29,045 | $2.20B | $43K |
| Building Trades United Pension Trust Fund Milwaukee and Vicinity | Building Trades United Pension Trust Fund | WI | 28,408 | $3.52B | $317K |
| Discover Financial Services 401(k) Plan | Discover Financial Services | IL | 27,261 | $3.21B | $2.2M |
| Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 | Board of Trustees of Eca Chicago and Local Union 134 IBEW Pension Plan | IL | 26,148 | $3.45B | $37K |
| Sony USA 401(k) Plan | Sony Corporation of America | NY | 25,938 | $6.21B | $97K |
| I. a. T. S. E. National Pension Fund | Board of Trustees I.A.T.S.E. National Pension Fund | NY | 25,884 | $658M | $72K |
| Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan | Board of Trustees, Directors Guild of America - | CA | 25,726 | $2.30B | $91K |
| Altria Retirement Plan | Altria Client Services LLC | VA | 25,614 | $6.42B | $156K |
Questions and answers
How many plans does State Street Global Advisors serve?
210 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 State Street Global Advisors?
The median plan reported $7.13 per participant in direct and indirect compensation (206 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 Custodial (securities) (134 plans), Custodial (other than securities) (90 plans), Investment management (76 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.