DFX Intelligence

4 more other clients, 98 more Schedule C rows and 9 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

State Street Research & Management

unclassified· MA

unclassified

4 more other clients, 98 more Schedule C rows and 9 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

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

7 allocators

+4 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

101 rows, $4.3M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
United Mine Workers of America 1974 Pension Plan	2024	28 51 52	NONE	$368,891
Molson Coors Pension Plan	2024	28	INVESTMENT MANAGEMENT	$64,906
UBS Financial Services Inc. Pension Plan	2024	18 19 28 50 51	NONE	$50,709

+98 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Dec 31, 2025Manager relationship endedinferenceHope Gas Pension Plan
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 Institute
State 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
Dec 31, 2024Manager relationship startedThe Associated Press Consolidated Retirement Plan
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
Dec 31, 2024Manager relationship startedLegacy Allergan, Inc. Pension Plan
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
Dec 31, 2023Manager relationship endedinferenceWestrock Company Consolidated Pension Plan
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

+9 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.