Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
State Street Research & Management
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 Research & Management is named as a service provider on the Schedule C of 34 retirement plans with 100 or more participants for plan year 2024, covering 299,887 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $973K. Per plan, the median was $2.86 per participant, with the middle half of plans between $1.67 and $5.85. 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 Georgia (6), Texas (4) and New York (4).
In 2009 it appeared on 11 such filings; in 2024, 36. 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 | $1.67 | $2.86 | $5.85 |
| Compensation as a share of plan net assets | 0.00% | 0.00% | 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 |
|---|---|---|---|---|---|
| United Mine Workers of America 1974 Pension Plan | Umwa 1974 Pension Trust Board of Trustees | DC | 71,051 | $3.71B | $369K |
| The Cultural Institutions Pension Plan | The Cultural Institutions Retirement System | NY | 24,316 | $1.67B | $24K |
| BD Retirement Plan | Becton Dickinson and Company | NJ | 22,288 | $1.57B | $50K |
| Xpo Pension Plan | Xpo CNW, Inc. | OR | 20,788 | $1.43B | $7,950 |
| Yum Brands Retirement Plan | Yum Brands, Inc. | KY | 16,102 | $644M | $45K |
| Pension Plan of the Chubb Corporation | Chubb Ina Holdings Inc. | PA | 13,753 | $3.75B | $23K |
| Aon Retirement Pension Plan | Aon Corporation | GA | 13,598 | $1.44B | $6,833 |
| NCR Pension Plan | Cardtronics USA, Inc. | GA | 11,871 | $990M | $6,056 |
| Newell Brands Consolidated Pension Plan | Newell Operating Company | GA | 11,348 | $634M | $26K |
| Lehigh Valley Health Network, Inc. Retirement Plan | Lehigh Valley Health Network, Inc. | PA | 10,605 | $1.13B | $17K |
| Employees' Cash Balance Plan of Atlantic Health System, Inc. | Atlantic Health System | NJ | 9,361 | $964M | $24K |
| Flowserve Corporation Pension Plan | Flowserve Corporation | TX | 8,031 | $362M | $28K |
| Molson Coors Pension Plan | Molson Coors Beverage Company USA LLC | WI | 6,627 | $1.09B | $65K |
| Kaman Corporation Employees' Pension Plan | Kaman Corporation | CT | 6,461 | $521M | $11K |
| Cedars-Sinai Defined Benefit Retirement Plan | Cedars-Sinai | CA | 6,006 | $823M | $14K |
| American Cancer Society, Inc. Retirement Annuity Plan | American Cancer Society, Inc. | GA | 5,319 | $445M | $12K |
| Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates | Ben E. Keith Company | TX | 5,233 | $442M | $15K |
| CRH Americas Pension Plan | CRH Americas, Inc. | GA | 4,520 | $426M | $26K |
| The Associated Press Consolidated Retirement Plan | Associated Press | NY | 4,141 | $430M | $7,508 |
| The Retirement Plan of Rady Childrens Hospital and Health Center | Rady Children's Health | CA | 3,836 | $475M | $18K |
| Magna U.S. Consolidated Pension Plan | Magna International of America, Inc. | — | 3,661 | $151M | $5,023 |
| Legacy Allergan, Inc. Pension Plan | Allergan, Inc. | IL | 3,331 | $618M | $11K |
| The Retirement Plan of Central Georgia Health Systems, Inc. | Navicent Health, Inc. | GA | 3,255 | $276M | $19K |
| Dynegy Pension Plan | Vistra Operations Company LLC | TX | 2,279 | $206M | $10K |
| Metallus Inc. Bargaining Unit Pension Plan | Metallus Inc. | OH | 2,177 | $387M | $10K |
| SG Pension Plan | Societe Generale | NY | 2,052 | $225M | $865 |
| MTD Products Inc. Pension Plan | MTD Products Inc. | OH | 1,632 | $101M | $19K |
| Elliot Health System Pension Plan | Elliot Health System, Inc. | NH | 1,508 | $266M | $14K |
| Samford University Pension Plan | Samford University | AL | 921 | $170M | $18K |
| San Antonio Regional Hospital Retirement Plan | San Antonio Regional Hospital | CA | 826 | $75.0M | $729 |
| Vistra Retirement Plan | Vistra Operations Company LLC | TX | 824 | $238M | $8,749 |
| Contributory Defined Benefit Retirement Plan at Rensselaer Polytechnic Institute | Rensselaer Polytechnic Institute C/o Controllers Office | NY | 814 | $215M | $31K |
| Boston Medical Center Pension Plan | Boston Medical Center | MA | 706 | $158M | $16K |
| Hope Gas Pension Plan | Hope Gas, Inc. | WV | 646 | $212M | $15K |
Questions and answers
How many plans does State Street Research & Management serve?
34 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 Research & Management?
The median plan reported $2.86 per participant in direct and indirect compensation (34 plans reporting an amount), or 0.00% 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 (29 plans), Trustee (bank, trust company, or similar financial institution) (2 plans), Custodial (other than securities) (1 plans) and Custodial (securities) (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.