State Street Global Advisors Trust Company — 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 Company (EIN 32-6528132) is a plan sponsor located in Boston, MA with 56 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
- 32-6528132
- Location
- Boston, MA
- Loaded plans
- 56
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $154,578,763,490
- Plans with financial data
- 56
- 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 World Developed Ex Us Index Non-Lending Series Fund Class A | 012 | not reported in the loaded dataset | $24,655,950,006 | 2023 |
| State Street World Developed Ex Us Index Securities Lending Series Fund Class I | 011 | not reported in the loaded dataset | $21,248,769,489 | 2023 |
| State Street Daily Msci Emerging Markets Index Securities Lending Fund | 013 | not reported in the loaded dataset | $10,204,948,974 | 2023 |
| State Street Russell Small Mid Cap Index Securities Lending Series Fund Class Ii | 019 | not reported in the loaded dataset | $10,123,492,357 | 2023 |
| State Street Target Retirement 2030 Securities Lending Series Fund Class Iv | 023 | not reported in the loaded dataset | $8,000,215,471 | 2023 |
| State Street Target Retirement 2040 Securities Lending Series Fund Class Iv | 025 | not reported in the loaded dataset | $7,633,531,179 | 2023 |
| State Street Target Retirement 2035 Securities Lending Series Fund Class Iv | 024 | not reported in the loaded dataset | $6,030,817,088 | 2023 |
| State Street Target Retirement 2050 Securities Lending Series Fund Class Iv | 027 | not reported in the loaded dataset | $5,900,342,499 | 2023 |
| State Street Target Retirement 2045 Securities Lending Series Fund Class Iv | 026 | not reported in the loaded dataset | $4,694,709,330 | 2023 |
| State Street Global Small Cap Equity Ex-U.S. Index Securities Lending Series Fund Class I | 018 | not reported in the loaded dataset | $4,590,895,919 | 2023 |
| State Street Target Retirement 2025 Securities Lending Series Fund Class Iv | 022 | not reported in the loaded dataset | $4,443,491,524 | 2023 |
| State Street 1-10 Year Us Treasury Inflation Protected Securities (Tips) Index Securities Lending Series Fund Class I | 007 | not reported in the loaded dataset | $4,259,087,849 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | State Street Russell Small Cap(R) Index Securities Lending Series Fund Class Ii | not reported in the loaded dataset | H | 20240912082653NAL0016554530001 |
| 2023 | State Street Target Retirement 2045 Securities Lending Series Fund Class V | not reported in the loaded dataset | H | 20240912085428NAL0009834561001 |
| 2023 | State Street Target Retirement 2050 Securities Lending Series Fund Class V | not reported in the loaded dataset | H | 20240912090420NAL0008250321001 |
| 2023 | State Street U.S. Long Government Bond Index Non-Lending Series Fund Class C | not reported in the loaded dataset | H | 20240912091505NAL0004972115001 |
| 2023 | State Street U.S. Short-Term Government/Credit Bond Index Securities Lending Series Fund Class Ii | not reported in the loaded dataset | H | 20240912104624NAL0018715074001 |
| 2023 | State Street Us High Yield Bond Index Securities Lending Series Fund Class I | not reported in the loaded dataset | H | 20240912104809NAL0014478224001 |
| 2023 | State Street Real Asset Non-Lending Series Fund Class K | not reported in the loaded dataset | H | 20240912105200NAL0005072115001 |
| 2023 | State Street Target Retirement 2055 Securities Lending Series Fund Class V | not reported in the loaded dataset | H | 20240912115205NAL0004416067001 |