DFX Intelligence

3 more advisory clients, 218 more other clients, 397 more Schedule C rows and 35 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 Bank & Trust Company

unclassified

3 more advisory clients, 218 more other clients, 397 more Schedule C rows and 35 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

6 allocators

Principal Cash Balance Plan General consultantthrough Dec 31, 2023 Form 5500
Oakwood Healthcare, Inc. Cash Balance Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Aviall, Inc. Retirement Plan General consultantthrough Dec 31, 2022 Form 5500

+3 more advisory 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.

221 allocators

+218 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.

400 rows, $72.5M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Liuna Staff and Affiliates Pension Fund	2025	19 51 68	NONE	$383,666
Pipeline Industry Pension Fund	2025	28 51	NONE	$277,634
AIR Canada U.S. Pension Plan	2025	19 25 28 56 62 99	NONE	$53,133

+397 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.

Jul 8, 2026Consultant changedLos Angeles County Employees Retirement Association
Los Angeles County Employees Retirement Association (LACERA), Board of Investments selects State Street Bank and Trust Co. as custodian
with State Street Bank & Trust Companylacera.gov
Dec 31, 2024Manager relationship startedLyons National Bank Pension Plan As a Member of the New York State Bankers Retirement System
State Street Corporation appears on Lyons National Bank Pension Plan As a Member of the New York State Bankers Retirement System's Schedule C as investment manager (plan year 2024 vs 2023)
with State Street Bank & Trust Companyaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceWilliam Beaumont Hospital Employees' Retirement Plan
State Street Bank & Trust Company no longer appears on William Beaumont Hospital Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with State Street Bank & Trust Companyaskebsa.dol.gov
Dec 31, 2024Consultant changedinferencePrincipal Cash Balance Plan
State Street no longer appears on Principal Cash Balance Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with State Street Bank & Trust Companyaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceFedex Corporation Employees' Pension Plan
State Street Bank & Trust no longer appears on Fedex Corporation Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with State Street Bank & Trust Companyaskebsa.dol.gov

+35 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.