{
  "crd_number": 108783,
  "slug": "missionsquare-retirement-washington-dc-108783",
  "primary_business_name": "MISSIONSQUARE RETIREMENT",
  "legal_name": "INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION",
  "dbas": [
    "ICMA RETIREMENT CORPORATION",
    "ICMA-RC"
  ],
  "city": "Washington",
  "state": "DC",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1983-01-19",
  "years_registered": 43,
  "period": "2026-10-01",
  "filing_date": "2026-07-27",
  "carried_forward": false,
  "raum_total": 6308216088.0,
  "raum_discretionary": 5740508954.0,
  "raum_non_discretionary": 567707134.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 553,
  "advisory_employees": 174,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5180032670.0,
      "count": 40136
    },
    "insurance_companies": {
      "raum": 567707134.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 560476284.0,
      "count": 390
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/missionsq",
    "https://icmarc.org",
    "https://instagram.com/mission.square",
    "https://investments.missionsq.org",
    "https://linkedin.com/company/icma-rc",
    "https://linkedin.com/company/missionsq",
    "https://missionsq.org",
    "https://missionsquare.com",
    "https://research.missionsq.org",
    "https://slge.org",
    "https://vantagepointfunds.org",
    "https://x.com/mission_square",
    "https://youtube.com/@mission.square"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108783",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "WASHINGTON",
  "url": "https://advisorcensus.com/firm/missionsquare-retirement-washington-dc-108783",
  "display_name": "Missionsquare Retirement",
  "summary": "Missionsquare Retirement is an SEC-registered investment advisory firm in Washington, DC, registered since 1983, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.",
  "citation": "AdvisorCensus. Missionsquare Retirement (CRD 108783): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Missionsquare Retirement compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Missionsquare Retirement reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Missionsquare Retirement located?",
      "a": "Missionsquare Retirement's principal office is in Washington, DC, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Missionsquare Retirement registered with the SEC or a state?",
      "a": "Missionsquare Retirement is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 108783."
    },
    {
      "q": "How much does Missionsquare Retirement manage?",
      "a": "Missionsquare Retirement reports $6,308,216,088 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (91% discretionary)."
    },
    {
      "q": "How have Missionsquare Retirement's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Missionsquare Retirement: Regulatory assets under management: $713,237,766 in the October 2021 data and $6,308,216,088 in the October 2026 data, up 784%. Total employees: 662 in October 2021 and 553 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Missionsquare Retirement serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40,136); high net worth individuals (390); insurance companies (1)."
    },
    {
      "q": "Which custodians does Missionsquare Retirement use?",
      "a": "Missionsquare Retirement's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Vantagetrust Company (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Missionsquare Retirement report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108783"
    },
    {
      "q": "Does Missionsquare Retirement state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 27, 2026 says: \"There is no minimum account size required to participate in our Guided Pathways Advisory Services.\""
    },
    {
      "q": "What changed in Missionsquare Retirement's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 713237766.0,
      "total_employees": 662,
      "filing_date": "2021-09-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 772702498.0,
      "total_employees": 641,
      "filing_date": "2022-09-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 641022740.0,
      "total_employees": 608,
      "filing_date": "2023-05-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 668171497.0,
      "total_employees": 623,
      "filing_date": "2024-09-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 5959398729.0,
      "total_employees": 599,
      "filing_date": "2025-07-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 6308216088.0,
      "total_employees": 553,
      "filing_date": "2026-07-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 211 to 174."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size required to participate in our Guided Pathways Advisory Services."
        ]
      }
    ],
    "quotes": [
      "There is no minimum account size required to participate in our Guided Pathways Advisory Services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Vantagetrust Company",
      "name_as_filed": "VANTAGETRUST COMPANY",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/missionsquare-retirement-washington-dc-108783.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 40136,
      "fewer_than_5": false,
      "raum": 5180032670.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 390,
      "fewer_than_5": false,
      "raum": 560476284.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 567707134.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108783",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}