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Original filing (PDF)20251013174648NAL0000877891001
S&P GLOBAL, INC.
Form 5500
FILING_RECEIVED
THE 401(K) SAVINGS AND PROFIT SHARING PLAN OF S&P GLOBAL INC. AND ITS SUBSIDIARIES
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
10,289
Accounts w/ balance
20,152
Plan assets (EOY)
$5.7B
Net assets (EOY)
$5.7B
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "S&P 500 FUND" is 27% of plan.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S&P GLOBAL, INC..
Plan sponsor
Name
S&P GLOBAL, INC.
EIN
13-1026995
Address
55 WATER STREET · NEW YORK, NY · 10041
Phone
(212) 438-1000
Industry
Information / Tech / Mediasee all
Plan administrator
Name
U.S. BENEFITS COMMITTEE OF S&P GLOBAL INC.
EIN
85-1888249
City
NEW YORK, NY
Phone
(212) 438-1000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2U · Association Retirement Plan
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $264K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $197K | — |
| COOK STREET | 84-0854432 | — | CONSULTANT | $85K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | CONSULTANT | $52K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | PLAN ADMINISTRATOR | $81K | — |
Investments
31 direct securities · 1 pooled fund· $11.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.6B
31 holdings
Master Trust
$5.6B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S&P GLOBAL INC. COLL INV TRUST S&P GLOBAL INC. · EIN 26-0821335 / PN 101 | Master Trust | — | — | $5.6B | 98.0% | |
| S&P 500 FUND | — | — | $1.0B | $1.5B | 26.2% | |
| S&P GLOBAL STOCK | — | — | $194.9M | $547.1M | 9.5% | |
| US LARGE CAP EQUITY | — | — | $258.5M | $338.8M | 5.9% | |
| SS TRGT RET 2030 P | — | 17,069,868.431 | $234.3M | $271.5M | 4.7% | |
| SS TRGT RET 2035 P | — | 16,575,488.359 | $231.8M | $270.1M | 4.7% | |
| S&P MID CAP A | — | — | $215.9M | $264.4M | 4.6% | |
| STABLE ASSETS FUND | — | — | $240.7M | $252.2M | 4.4% | |
| SS TRGT RET 2040 P | — | 15,002,393.272 | $212.7M | $250.5M | 4.4% | |
| SS TRGT RET 2045 P | — | 14,332,353.898 | $205.9M | $244.2M | 4.3% | |
| SS TRGT RET 2050 P | — | 11,808,122.177 | $171.9M | $204.5M | 3.6% | |
| MONEY MARKET FUND | — | — | $186.8M | $202.0M | 3.5% | |
| INTERNATIONAL EQUITY | — | — | $154.1M | $176.7M | 3.1% | |
| SS TRGT RET 2025 P | — | 11,207,131.235 | $149.2M | $170.2M | 3.0% | |
| US SMALL-MID CAP EQ | — | — | $133.1M | $164.3M | 2.9% | |
| SS TRGT RET 2055 P | — | 7,819,566.373 | $114.5M | $135.7M | 2.4% | |
| S&P 600 SMALLCAP | — | — | $97.3M | $117.9M | 2.1% | |
| SS TRGT RET INCOME P | — | 6,426,429.517 | $78.6M | $88.2M | 1.5% | |
| CORE FIXED INCOME | — | — | $82.6M | $86.2M | 1.5% | |
| ALL CAP EQUITY A | — | — | $75.4M | $83.1M | 1.4% | |
| SS TRGT RET 2020 P | — | 5,555,240.78 | $70.6M | $79.3M | 1.4% | |
| SS TRGT RET 2060 P | — | 4,062,176.115 | $60.0M | $70.5M | 1.2% | |
| VG IS TOT BD MKT IDX | — | 337,979.344 | $34.3M | $35.3M | 0.6% | |
| BROKERAGELINK | — | — | $0 | $23.3M | 0.4% | |
| FIDELITY FUND | — | — | — | $22.0M | 0.4% | |
| SS TRGT RET 2065 P | — | 1,222,821.568 | $15.9M | $18.0M | 0.3% | |
| EXTERNAL FUND | — | — | — | $9.8M | 0.2% | |
| WORLD GVT BOND | — | — | $2.0M | $2.0M | <0.1% | |
| NON INTEREST BEARING CASH | — | — | — | $26K | <0.1% | |
| VANG TREASURY MM | — | 0 | $0 | $0 | <0.1% | |
| FID REAL ESTATE INVS | — | 0 | $0 | $0 | <0.1% | |
| FID GOVT MMKT | — | 0 | $0 | $0 | <0.1% |