DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
State Street Research & Management
unclassifiedMA
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
3 allocators
- Akzonobel Retirement Plan Investment adviser (plan)through Dec 30, 2023 Form 5500
- The Retirement Plan of Rady Childrens Hospital and Health Center Investment adviser (plan)through Jun 30, 2023 Form 5500
- SG Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
7 allocators
- Samford University Pension Plan Custodianthrough Dec 31, 2024
- UBS Financial Services Inc. Pension Plan Custodianthrough Dec 31, 2024
- The Teknor Apex Company Retirement Plan Custodianthrough Dec 31, 2023
- Summa Health Retirement Income Plan and Trust Trusteethrough Dec 31, 2022
- Crawford & Company Retirement Plan Custodianthrough Dec 31, 2022
- Elliot Health System Pension Plan Trusteethrough Dec 31, 2022
- YUM Brands Retirement Plan Trusteethrough Dec 31, 2022
Schedule C rows
101 rows, $4.3M direct compensation as filed
What changed
- State Street Research & Management no longer appears on Hope Gas Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with State Street Research & Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedContributory Defined Benefit Retirement Plan at Rensselaer Polytechnic InstituteState Street Research & Mgmt Co. appears on Contributory Defined Benefit Retirement Plan at Rensselaer Polytechnic Institute's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Research & Managementaskebsa.dol.gov
- State Street Research & Management appears on The Associated Press Consolidated Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Research & Managementaskebsa.dol.gov
- State Street Research & Management appears on Legacy Allergan, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with State Street Research & Managementaskebsa.dol.gov
- State Street Research & Management no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov
- State Street Research & Management no longer appears on Timkensteel Corporation Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov
- State Street Global Advisors no longer appears on Avnet Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceRetirement Program Plan for Employees of United States Enrichment CorporationState Street Research & Management no longer appears on Retirement Program Plan for Employees of United States Enrichment Corporation's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov
- State Street Research and Managemen no longer appears on CIT Group, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov
- State Street Rsrch & Mgmt Co. no longer appears on Sutter Health Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov
- State Street Research & Management appears on Flowserve Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedEmployees' Cash Balance Plan of Atlantic Health System, Inc.State Street Research & Management appears on Employees' Cash Balance Plan of Atlantic Health System, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov
- State Street Research & Management appears on American Cancer Society, Inc. Retirement Annuity Plan's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePension Plan for Employees of Southern New Hampshire Medical CenterState Street Research & Mgmt. Co. no longer appears on Pension Plan for Employees of Southern New Hampshire Medical Center's Schedule C as investment manager (plan year 2023 vs 2022)with State Street Research & Managementaskebsa.dol.gov