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 90-0337987) is a plan sponsor located in Boston, MA with 242 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
- 90-0337987
- Location
- Boston, MA
- Loaded plans
- 243
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $393,454,251,896
- Plans with financial data
- 243
- 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 K | 388 | not reported in the loaded dataset | $33,765,305,565 | 2023 |
| State Street Global All Cap Equity Ex-U.S. Index Non-Lending Series Fund Class A | 299 | not reported in the loaded dataset | $28,757,464,243 | 2023 |
| State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class I | 282 | not reported in the loaded dataset | $26,040,553,594 | 2023 |
| State Street U.S. Bond Index Non-Lending Series Fund Class A | 177 | not reported in the loaded dataset | $20,777,820,877 | 2023 |
| State Street Msci Acwi Imi Index Securities Lending Fund | 143 | not reported in the loaded dataset | $11,795,636,304 | 2023 |
| State Street U.S. Long Government Bond Index Non-Lending Series Fund Class A | 182 | not reported in the loaded dataset | $8,120,188,900 | 2023 |
| State Street Russell All Cap(R) Index Non-Lending Series Fund Class A | 232 | not reported in the loaded dataset | $7,954,170,954 | 2023 |
| State Street U.S. Bond Index Securities Lending Series Fund Class Xiv | 477 | not reported in the loaded dataset | $7,191,669,005 | 2023 |
| State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class Ii | 444 | not reported in the loaded dataset | $7,076,728,138 | 2023 |
| State Street 1-10 Year U.S. Treasury Inflation Protected Securities (Tips) Index Non-Lending Series Fund Class A | 396 | not reported in the loaded dataset | $6,356,119,826 | 2023 |
| State Street Russell 1000(R) Growth Index Non-Lending Fund | 124 | not reported in the loaded dataset | $5,858,623,880 | 2023 |
| State Street Russell 1000(R) Index Non-Lending Fund | 160 | not reported in the loaded dataset | $5,447,833,954 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | State Street U.S. Government/Credit Bond Index Non-Lending Series Fund Class A | not reported in the loaded dataset | H | 20240912075831NAL0004939011001 |
| 2023 | State Street U.S. Government/Credit Bond Index Non-Lending Series Fund Class C | not reported in the loaded dataset | H | 20240912075913NAL0004939491001 |
| 2023 | State Street Target Retirement Income Securities Lending Series Fund Class Vi | not reported in the loaded dataset | H | 20240912080428NAL0004943603001 |
| 2023 | State Street Target Retirement Income Securities Lending Series Fund Class Ix | not reported in the loaded dataset | H | 20240912080510NAL0008200129001 |
| 2023 | State Street Target Retirement Income Securities Lending Series Fund Class V | not reported in the loaded dataset | H | 20240912080542NAL0004944963001 |
| 2023 | State Street Target Retirement 2020 Securities Lending Series Fund Class Vi | not reported in the loaded dataset | H | 20240912080618NAL0016536370001 |
| 2023 | State Street Target Retirement 2020 Securities Lending Series Fund Class Ix | not reported in the loaded dataset | H | 20240912080649NAL0016536610001 |
| 2023 | State Street Target Retirement 2020 Securities Lending Series Fund Class V | not reported in the loaded dataset | H | 20240912080716NAL0014166240001 |