Providers › State Street Global Advisors

State Street Global Advisors

Service provider, as named on Schedule C
EIN 814017137
Plan year 2024
Direct compensation reported $8,356,316

Plans listing this provider

0.08% of the 56,420 plans with Schedule H financials; 40 in 2023

Assets of those plans

$222,610,194,771

2.86% of all Schedule H plan assets

Plans where it is the recordkeeper

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$8,356,316

93% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service code	Meaning	Plans
51	Investment management fees paid directly by plan	29
19	Custodial (securities)	20
50	Direct payment from the plan	16
28	Investment management	14
18	Custodial (other than securities)	14
52	Investment management fees paid indirectly by plan	10
49	Other services	5
16	Consulting (general)	4

Largest plans served

Plan	Employer	Assets	Participants	Direct compensation
CVS Health Future Fund 401(k) Plan	CVS Health	$30,087,909,242	230,636	$137,905
Morgan Stanley 401(k) Plan	Morgan Stanley Domestic Holdings	$22,180,692,974	77,339	$1,639,301
Chevron Employee Savings Investment Plan	Chevron	$20,378,704,663	34,370	$66,667
401(k) Pension Plan	National Rural Electric Cooperative Association	$16,840,459,887	79,674	$309,476
The Goldman Sachs 401(k) Plan	Goldman Sachs Group	$12,807,939,404	48,807	$111,639
The Travelers 401(k) Savings Plan	Travelers Companies	$10,385,472,373	41,646	$138,663
GSK 401(k) Plan	Smithkline Beecham	$8,791,991,025	21,718	$586,985
Publix Super Markets, Inc. 401(k) Smart Plan	Publix Super Markets	$8,068,866,271	135,699	$436,346
Allstate 401(k) Savings Plan	Allstate	$7,621,544,509	60,084	$933,255
The Hartford Investment and Savings Plan	Hartford Insurance Group	$7,183,243,000	31,023	$74,418
State Street Salary Savings Program	State Street	$6,532,301,643	21,266	$1,422,487
Edison 401(k) Savings Plan	SOUTHERN CALIFORNIA EDISON	$6,380,816,069	16,740	$72,172
Jacobs 401(k) Plus Savings Plan	Jacobs Engineering Group	$6,379,081,600	28,758	$56,027
Paramount Global 401(k) Plan (fka Viacomcbs 401(k) Plan)	Paramount Global	$6,362,245,213	31,614	$100,000
Sony USA 401(k) Plan	Sony Corporation of America	$6,211,515,905	25,568	$96,946
Omnicom Group Retirement Savings Plan	Omnicom Group	$4,470,560,518	35,369	$0
Nordstrom 401(k) Plan	Nordstrom	$4,295,087,364	102,382	$46,798
Siemens Energy, Inc. Savings Plan	Siemens Energy	$3,957,525,930	15,382	$7,989
Mcdonald's Corporation 401(k) Plan	McDonald’s	$3,740,355,629	18,131	$662
Colgate-palmolive Company Employees Savings & Investment Plan	Colgate-palmolive	$3,268,138,059	8,835	$300,000
The Estee Lauder Companies 401(k) Savings Plan	Estee Lauder	$3,169,885,767	17,976	$65,565
DXC Technology Matched Asset Plan	DXC Technology	$2,582,915,707	22,642	$347,356
Sodexo 401(k) Employees' Retirement Savings Plan and Trust	Sodexho Marriott Services	$2,445,442,054	86,328	$127,602
Jacobs Technology Inc. Employees' Savings Plan	Jacobs Technology	$2,166,715,000	18,364	$54,563
Nutrien 401(k) Retirement Plan	Nutrien	$1,960,426,240	16,058	$51,349

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.