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 Global Advisors Trust

unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
2 allocators
Schedule C rows
28 rows, $1.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Nextera Energy, Inc. Employee Pension Plan202428 51NONE$52,045
Retirement Plan for Employees of Phoebe Putney Health System, Inc.202428 50 51NONE$37,120
Staff Retirement Plan of the Washington Education Association202428 51NONE$31,912
Williams Pension Plan202418 19 28 31 51 52 99PARTY-IN-INTEREST$29,358
Sandvik Pension Plan202451NONE$20,701
Pension Fund of Local Union No. 274202451NONE$16,189
Retirement Plan for Employees of Highland Hospital of Rochester, NY202428 51NONE$11,190
PHH Pension Plan202428 50NONE$8,263
Westrock Company Consolidated Pension Plan202328 51NONE$294,318
Nextera Energy, Inc. Employee Pension Plan202328 51NONE$88,617
Staff Retirement Plan of the Washington Education Association202328 51NONE$23,304
Retirement Plan for Employees of Phoebe Putney Health System, Inc.202328 50 51NONE$23,160
Pension Fund of Local Union No. 274202351NONE$16,445
Employees' Cash Balance Plan of Atlantic Health System, Inc.202328 50NONE$15,087
Sandvik Pension Plan202351NONE$14,431
Retirement Plan for Employees of Highland Hospital of Rochester, NY202328 51NONE$9,147
PHH Pension Plan202328 50NONE$5,507
Westrock Company Consolidated Pension Plan202228INVESTMENT MANAGEMENT$346,117
Nextera Energy, Inc. Employee Pension Plan202228 51NONE$76,736
University Hospitals Health System, Inc. Retirement Plan202221 50NONE$35,010
Retirement Plan for Employees of Phoebe Putney Health System, Inc.202228 50 51NONE$28,698
Sandvik Pension Plan202251NONE$18,800
The Retirement Income Plan for Employees of Ul LLC202228 51NONE$18,006
Pension Fund of Local Union No. 274202251NONE$17,073
Dtts Pension Plan202228 51NONE$13,392
Staff Retirement Plan of the Washington Education Association202228 51NONE$11,882
Lehigh Valley Health Network, Inc. Retirement Plan202228NONE$8,253
Retirement Plan for Employees of Highland Hospital of Rochester, NY202228 51NONE$7,266
What changed
  • Sep 30, 2025Holding endedinferenceST. Louis Teamster Brewery Workers Pension Plan
    ST. Louis Teamster Brewery Workers Pension Plan no longer reports Msci Acwi Ex USA Nl Fund (State Street Global Advisors Trust) (last held $23M at 2024-09-30; absent from the 2025-09-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Aug 31, 2025Holding endedinferenceThe Maryland State Education Association Pension Plan and Trust
    The Maryland State Education Association Pension Plan and Trust no longer reports State Street U.S. Long Credit Bond (State Street Global Advisors Trust) (last held $30M at 2024-08-31; absent from the 2025-08-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding startedWellesley Coll Pension Pln for Classified Ofc and Svc Ees
    Wellesley Coll Pension Pln for Classified Ofc and Svc Ees first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $3M at 2025-06-30
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceBuilding Service 32bj Pension Fund
    Building Service 32bj Pension Fund no longer reports State Street Msci Eafe 100 Hedged (State Street Global Advisors Trust) (last held $147M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceBoston Medical Center Pension Plan
    Boston Medical Center Pension Plan no longer reports Ssga US Long Gvt Bd Idx Lend I (State Street Global Advisors Trust) (last held $63M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceWellesley Coll Pension Pln for Classified Ofc and Svc Ees
    Wellesley Coll Pension Pln for Classified Ofc and Svc Ees no longer reports Russell 1000 Growth Index Nl Fund (State Street Global Advisors Trust) (last held $27,538 at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceBeth Israel Lahey Health Defined Benefit Plan II
    Beth Israel Lahey Health Defined Benefit Plan II no longer reports State Street Real Asset Non-Lending (State Street Global Advisors Trust) (last held $18M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceBeth Israel Lahey Health Defined Benefit Plan I
    Beth Israel Lahey Health Defined Benefit Plan I no longer reports State Street Real Asset Non-Lending (State Street Global Advisors Trust) (last held $19M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceUnited Mine Workers of America 1974 Pension Plan
    United Mine Workers of America 1974 Pension Plan no longer reports Ssga Long US Non-Corporate Indx Cre (State Street Global Advisors Trust) (last held $29M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferencePentegra Defined Benefit Plan for Financial Inst
    Pentegra Defined Benefit Plan for Financial Inst no longer reports State Street Msci Acw1 Ex USA Im N (State Street Global Advisors Trust) (last held $11M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Mar 31, 2025Holding startedBricklayers & Allied Craftsmen Local 1 of MD, Va & Dc Baltimore Chapter Pension Fund
    Bricklayers & Allied Craftsmen Local 1 of MD, Va & Dc Baltimore Chapter Pension Fund first reports an interest in Russell 1000 Growth Index Nl Fund (State Street Global Advisors Trust): $5M at 2025-03-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedPlain Dealer Publishing Co. Guild Retirement Plan
    Plain Dealer Publishing Co. Guild Retirement Plan first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $700,642 at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedTwin City Carpenters and Joiners Pension Fund
    Twin City Carpenters and Joiners Pension Fund first reports an interest in Msci Acwi Ex USA Imi Non-Lending Fd (State Street Global Advisors Trust): $35M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedVinson & Elkins LLP Pension Plan
    Vinson & Elkins LLP Pension Plan first reports an interest in Msci Acwi Ex USA Nl Fund (State Street Global Advisors Trust): $3M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedIAM National Pension Fund
    IAM National Pension Fund first reports an interest in State Street Long U.S. Credit Corpo (State Street Global Advisors Trust): $579M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedSwiss Re Group U.S. Employees' Pension Plan
    Swiss Re Group U.S. Employees' Pension Plan first reports an interest in State Street U.S. Bond Index Non Le (State Street Global Advisors Trust): $46M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedVinson & Elkins LLP Pension Plan
    Vinson & Elkins LLP Pension Plan first reports an interest in Long US Credit Corp Bond Indx Nl Fd (State Street Global Advisors Trust): $46M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceSamford University Pension Plan
    Samford University Pension Plan no longer reports State Street Real Asset Non-Lending (State Street Global Advisors Trust) (last held $15M at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedCapital One Financial Corporation Cash Balance Pension Plan
    Capital One Financial Corporation Cash Balance Pension Plan first reports an interest in CF Ssga Intermediate US Govt Bond I (State Street Global Advisors Trust): $41M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedOncor Retirement Plan
    Oncor Retirement Plan first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $18M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedOncor Retirement Plan
    Oncor Retirement Plan first reports an interest in State Street Msci Acw1 Ex USA Im N (State Street Global Advisors Trust): $37M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedNtess Retirement Income Plan
    Ntess Retirement Income Plan first reports an interest in Msci Acwi Index Sl Fund (zvc5) (State Street Global Advisors Trust): $498M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedRetirement Plan for Office and Salaried Employees of Green Bay Packaging Inc.
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $494,712 at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedThe Isuzu Companies' Retirement Plan
    The Isuzu Companies' Retirement Plan first reports an interest in CF Ssga Intermediate US Govt Bond I (State Street Global Advisors Trust): $14M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceNtess Retirement Income Plan
    Ntess Retirement Income Plan no longer reports State Street Msci Eafe Small (State Street Global Advisors Trust) (last held $33M at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedAmended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies
    Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $506,239 at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceMTD Products Inc Pension Plan
    MTD Products Inc Pension Plan no longer reports State Street Real Asset Non-Lending (State Street Global Advisors Trust) (last held $70,664 at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferencePension Plan for Employees of the Chicago Mercantile Exchange, Inc.
    Pension Plan for Employees of the Chicago Mercantile Exchange, Inc. no longer reports State St Intermed U.S. Govt Bond in (State Street Global Advisors Trust) (last held $40M at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedUBS Financial Services Inc. Pension Plan
    UBS Financial Services Inc. Pension Plan first reports an interest in Russell 1000 Growth Index Nl Fund (State Street Global Advisors Trust): $14M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceSiemens Pension Plan
    Siemens Pension Plan no longer reports Msci Acwi Imi Index Nl Fund (State Street Global Advisors Trust) (last held $217M at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceFrozen Pension Plan for Employees of American Property Casualty Insurance Association
    Frozen Pension Plan for Employees of American Property Casualty Insurance Association no longer reports 5-20 Yr US High Quality Corp Bond N (State Street Global Advisors Trust) (last held $550,108 at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedPension Plan for Plant Employees of Green Bay Pack
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in S&p 500 Index Sl Sf C Cl I (State Street Global Advisors Trust): $8M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedPension Plan for Plant Employees of Green Bay Pack
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $98,942 at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedSiemens Pension Plan
    Siemens Pension Plan first reports an interest in State Street Msci Acw1 Ex USA Im N (State Street Global Advisors Trust): $212M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceConsolidated Pension Plan of Tufts Medicine, Inc.
    Consolidated Pension Plan of Tufts Medicine, Inc. no longer reports State Street Msci Eafe 100 Hedged (State Street Global Advisors Trust) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceTransamerica Pension Plan
    Transamerica Pension Plan no longer reports State Street 20 Year U.S. Treasury (State Street Global Advisors Trust) (last held $30M at 2023-12-31; absent from the 2024-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedPension Plan for Plant Employees of Green Bay Pack
    Pension Plan for Plant Employees of Green Bay Pack first reports an interest in US Long Govt Bond Indx Sl Sf Cl I (State Street Global Advisors Trust): $997,409 at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceEmory Healthcare, Inc. Retirement Plan
    Emory Healthcare, Inc. Retirement Plan no longer reports State Street Msci Acw1 Ex USA Im N (State Street Global Advisors Trust) (last held $2M at 2022-12-31; absent from the 2024-12-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedRetirement Plan for Office and Salaried Employees of Green Bay Packaging Inc.
    Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. first reports an interest in State St Intermed U.S. Govt Bond in (State Street Global Advisors Trust): $2M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Dec 31, 2024Holding startedTransamerica Pension Plan
    Transamerica Pension Plan first reports an interest in Global All Cap Equity Ex-Us Index (State Street Global Advisors Trust): $17M at 2024-12-31
    with State Street Global Advisors Trustaskebsa.dol.gov