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Original filing (PDF)20251015123041NAL0002292803001
S&P GLOBAL, INC.
Form 5500
FILING_RECEIVED
S&P GLOBAL INC. SAVINGS PLAN COLLECTIVE INVESTMENT TRUST
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 2
27% in single holding6 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$5.6B
Net assets (EOY)
$5.6B
How this plan invests
1 plans
invest in this fund
This trust
pooled vehicle
31 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$5.6B
Net assets (EOY)
$5.6B
Participating plans
1
latest filings citing this trust
Cited interest
$5.6B
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
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
26-0821335
Address
55 WATER STREET · NEW YORK, NY · 10041
Phone
(212) 438-1000
Plan administrator
Name
U.S. BENEFITS COMMITTEE OF S&P GLOBAL INC.
EIN
85-1888249
City
NEW YORK, NY
Phone
(646) 900-3243
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $226K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORDKEEPER | $81K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $197K | — |
| COOK STREET | 84-0854432 | — | INVESTMENT ADVISOR | $85K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | CONSULTANT | $52K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST | 36-3608252 | — | OTHER SERVICES | $38K | — |
Investments
27 direct securities · 25 pooled funds· $8.5B(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.
Common Collective Trust
$4.5B
25 holdings
Uncategorized
$4.0B
26 holdings
Real Estate
$9.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COLLECTIVE S&P 500 INDEX FUND NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | $1.0B | $1.5B | 26.9% | |
| S&P GLOBAL STOCK | — | — | $196.6M | $551.7M | 9.8% | |
| US LARGE CAP EQUITY | — | — | $260.7M | $351.1M | 6.2% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $273.8M | 4.9% | |
| SS TRGT RET 2030 P | — | — | $273.8M | $273.8M | 4.9% | |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $272.4M | 4.8% | |
| SS TRGT RET 2035 P | — | — | $272.4M | $272.4M | 4.8% | |
| SSGA S&P MIDCAP INDEX NL SR FD CL A STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 089 | Common Collective Trust | — | — | $266.6M | 4.7% | |
| S&P MID CAP A | — | — | $217.8M | $266.6M | 4.7% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $252.6M | 4.5% | |
| SS TRGT RET 2040 P | — | — | $252.6M | $252.6M | 4.5% | |
| STABLE ASSETS FUND | — | — | $242.8M | $248.1M | 4.4% | |
| STATE STREET TARGET RETIREMENT 2045 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $246.3M | 4.4% | |
| SS TRGT RET 2045 P | — | — | $246.3M | $246.3M | 4.4% | |
| SS TRGT RET 2050 P | — | — | $206.2M | $206.2M | 3.7% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $206.2M | 3.7% | |
| SHORT TERM INVESTMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001 | Common Collective Trust | — | — | $197.9M | 3.5% | |
| MONEY MARKET FUND | — | — | $188.4M | $188.4M | 3.3% | |
| INTERNATIONAL EQUITY | — | — | $155.5M | $178.2M | 3.2% | |
| STATE STREET TARGET RETIREMENT 2025 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $171.7M | 3.0% | |
| SS TRGT RET 2025 P | — | — | $171.7M | $171.7M | 3.0% | |
| US SMALL-MID CAP EQ | — | — | $134.2M | $165.2M | 2.9% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $136.8M | 2.4% | |
| SS TRGT RET 2055 P | — | — | $136.8M | $136.8M | 2.4% | |
| NT COLLECTIVE S&P 600 INDEX FD NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 244 | Common Collective Trust | — | $98.1M | $118.9M | 2.1% | |
| NUVEEN SEI TRUST COMPANY INV TRUST SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $117.2M | 2.1% | |
| SCHRODER COLLECTIVE INV TRUST SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $89.6M | 1.6% | |
| SS TRGT RET INCOME P | — | — | $88.9M | $88.9M | 1.6% | |
| STATE STREET TARGET RETIREMENT INC STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 479 | Common Collective Trust | — | — | $88.9M | 1.6% | |
| HARDING LOEVNER INTL EQ COL INV FD GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $88.7M | 1.6% | |
| WESTERN ASSET CORE PLUS BOND CIF HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 113 | Common Collective Trust | — | — | $86.9M | 1.5% | |
| CORE FIXED INCOME | — | — | $83.3M | $86.9M | 1.5% | |
| SSGA GBL ALL CAP EQ EX US IDX NL FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 299 | Common Collective Trust | — | $76.1M | $83.8M | 1.5% | |
| STATE STREET TARGET RETIREMENT 2020 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 481 | Common Collective Trust | — | — | $80.0M | 1.4% | |
| SS TRGT RET 2020 P | — | — | $80.0M | $80.0M | 1.4% | |
| SS TRGT RET 2060 P | — | — | $71.1M | $71.1M | 1.3% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 489 | Common Collective Trust | — | — | $71.1M | 1.3% | |
| JANUS HENDERSON ENTERPRISE CG CL MS GREAT GRAY TRUST CO · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $41.3M | 0.7% | |
| VFTC INSTL TOTAL BOND MARKET IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $35.6M | 0.6% | |
| VG IS TOT BD MKT IDX | — | — | $35.6M | $35.6M | 0.6% | |
| LOOMIS SAYLES CORE PLUS FIXED INCOM TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 086 | Common Collective Trust | — | — | $29.0M | 0.5% | |
| FIDELITY FUND | — | — | $23.5M | $23.5M | 0.4% | |
| EXTERNAL FUND | — | — | $22.2M | $22.2M | 0.4% | |
| OUTSTANDING LOAN BALANCE | — | — | $21.7M | $21.7M | 0.4% | |
| SS TRGT RET 2065 P | — | — | $18.1M | $18.1M | 0.3% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 048 | Common Collective Trust | — | — | $18.1M | 0.3% | |
| FUND | Real Estate | — | $8.4M | $9.2M | 0.2% | |
| SSGA WORLD GOV BOND EX US NL QIB FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 213 | Common Collective Trust | — | $2.1M | $2.0M | <0.1% | |
| GENERAL INVESTMENTS OTHER | — | — | $202.9M | $784K | <0.1% | |
| GENERAL INVESTMENTS OTHER | — | — | $6.7M | $544K | <0.1% | |
| CASH | — | — | $9.9M | $278K | <0.1% | |
| COLL TRUST GOVT SHORT TERM INVST FD THE BANK OF NEW YORK MELLON · EIN 13-4166989 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% |