State Street Bank & Trust Company
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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients
- 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Other roles
- Los Angeles County Employees Retirement Association Custodianthrough Jul 8, 2026
- AIR Canada U.S. Pension Plan Custodianthrough Dec 31, 2025
- Peterbilt Nashville - Local 1832 Uaw Retirement Custodianthrough Dec 31, 2025
+218 more clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
| 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- Los Angeles County Employees Retirement Association (LACERA), Board of Investments selects State Street Bank and Trust Co. as custodianwith 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 SystemState 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
- 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
- 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
- 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.
7 days of DFX Intelligence free, then $199/month unless canceled.