State Street Global Advisors Trust Comapny — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, State Street Global Advisors Trust Comapny (EIN 04-0025081) is a plan sponsor located in Boston, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 04-0025081
- Location
- Boston, MA
- Loaded plans
- 119
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $368,984,099,720
- Plans with financial data
- 119
- Plans with provider compensation
- 0
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| State Street S&P 500(R) Index Non-Lending Series Fund Class A | 097 | not reported in the loaded dataset | $80,455,368,097 | 2023 |
| State Street S&P 500(R) Index Securities Lending Series Fund Class I | 065 | not reported in the loaded dataset | $38,999,391,429 | 2023 |
| State Street S&P 500(R) Index Securities Lending Series Fund Class Ii | 078 | not reported in the loaded dataset | $33,782,609,492 | 2023 |
| State Street S&P 500(R) Flagship Non-Lending Fund | 004 | not reported in the loaded dataset | $17,592,128,883 | 2023 |
| State Street Daily Msci Emerging Markets Index Non-Lending Fund | 192 | not reported in the loaded dataset | $15,113,482,394 | 2023 |
| State Street Russell Small/Mid Cap(R) Index Non-Lending Series Fund Class A | 453 | not reported in the loaded dataset | $14,396,736,585 | 2023 |
| State Street U.S. Bond Index Securities Lending Series Fund Class I | 071 | not reported in the loaded dataset | $13,812,181,575 | 2023 |
| State Street Russell Small/Mid Cap(R) Index Securities Lending Series Fund Class I | 091 | not reported in the loaded dataset | $10,331,297,539 | 2023 |
| State Street U.S. Long Government Bond Index Securities Lending Series Fund Class I | 105 | not reported in the loaded dataset | $10,283,288,631 | 2023 |
| State Street Msci Eafe Index Non-Lending Fund | 241 | not reported in the loaded dataset | $10,009,945,045 | 2023 |
| State Street S&P 500(R) Flagship Securities Lending Fund | 002 | not reported in the loaded dataset | $9,237,922,563 | 2023 |
| State Street Msci Eafe Index Securities Lending Fund | 240 | not reported in the loaded dataset | $8,859,594,121 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | State Street S&P 500(R) Flagship Securities Lending Fund | not reported in the loaded dataset | H | 20240912074809NAL0016507394001 |
| 2023 | State Street S&P 500(R) Flagship Non-Lending Fund | not reported in the loaded dataset | H | 20240912074845NAL0008189761001 |
| 2023 | State Street S&P Midcap 400(R) Index Non-Lending Fund | not reported in the loaded dataset | H | 20240912074916NAL0004933427001 |
| 2023 | State Street S&P Midcap 400(R) Index Securities Lending Fund | not reported in the loaded dataset | H | 20240912074944NAL0014151440001 |
| 2023 | State Street Long U.S. Government Bond Index Non-Lending Fund | not reported in the loaded dataset | H | 20240912075015NAL0008190209001 |
| 2023 | State Street 1-3 Year U.S. Treasury Index Securities Lending Fund | not reported in the loaded dataset | H | 20240912075054NAL0004933795001 |
| 2023 | State Street 1-3 Year U.S. Treasury Index Non-Lending Fund | not reported in the loaded dataset | H | 20240912075348NAL0004935187001 |
| 2023 | State Street 3-10 Year U.S. Treasury Index Securities Lending Fund | not reported in the loaded dataset | H | 20240912075435NAL0016513666001 |