DFX Intelligence

7 more advisory clients, 190 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.

State Street Global Advisors

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7 more advisory clients, 190 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.

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

10 allocators

Donaldson Company, Inc. Salaried Employees Pension Plan Investment adviser (plan)through Jul 31, 2025 Form 5500
Dtts Pension Plan CustodianInvestment adviser (plan)through May 31, 2025 Form 5500
Federal-Mogul Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500

+7 more advisory clients

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

Other roles

193 allocators

International Brotherhood of Teamsters Union Local 710 Pension Fund Custodianthrough Dec 31, 2025
Liuna National (industrial) Pension Fund Custodianthrough Dec 31, 2025
Iuoe Local 98 Pension Plan Custodianthrough Dec 31, 2025

+190 more clients

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

Schedule C rows

400 rows, $43.8M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
National Roofing Industry Pension Fund	2025	28 55	NONE	$170,369
Liuna National (industrial) Pension Fund	2025	19 51 56	NONE	$43,162
Iuoe Local 98 Pension Plan	2025	18 19 51	NONE	$41,421

+397 more Schedule C rows

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

What changed

Dec 31, 2025Manager relationship endedinferenceThe Retirement Income Plan for Employees of the Rockefeller Foundation
State Street Global Advisors Trust no longer appears on The Retirement Income Plan for Employees of the Rockefeller Foundation's Schedule C as investment manager (plan year 2025 vs 2024)
with State Street Global Advisorsaskebsa.dol.gov
Dec 31, 2025Manager relationship endedinferenceMassachusetts Service Employees' Pension Fund
State Street Global Advisors no longer appears on Massachusetts Service Employees' Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)
with State Street Global Advisorsaskebsa.dol.gov
Jun 30, 2025Holding endedinferenceThe Retirement Plan of Rady Childrens Hospital and Health Center
The Retirement Plan of Rady Childrens Hospital and Health Center no longer reports Ssga S&p Gsci Non-Lending Ctf (State Street Global Advisors) (last held $14M at 2024-06-30; absent from the 2025-06-30 filing)
with State Street Global Advisorsaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceDonaldson Company, Inc. Salaried Employees Pension Plan
Ssga Trust Company appears on Donaldson Company, Inc. Salaried Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with State Street Global Advisorsaskebsa.dol.gov
Dec 31, 2024Manager relationship startedRetirement Plan for Employees of Pwc
State Street Bank and Trust Company appears on Retirement Plan for Employees of Pwc's Schedule C as investment manager (plan year 2024 vs 2023)
with State Street Global Advisorsaskebsa.dol.gov

+35 more dated events

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