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MISSIONSQUARE RETIREMENT
Legal name: INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION
CRD 108783File 801-18273
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.31B
Top 25% of cohort (national)
Discretionary AUM
$5.74B
Non-discretionary $567.7M
Clients
40,527
53,695 accounts
Employees
553
Top 25% of cohort in DC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 19, 1983
- Principal office
- 777 NORTH CAPITOL STREET NE, SUITE 600, WASHINGTON, DC, 20002-4240
- Phone
- 202-962-4600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.31B
- Discretionary AUM
- $5.74B
- Non-discretionary AUM
- $567.7M
- Discretionary accounts
- 53,694
- Non-discretionary accounts
- 1
- Total accounts
- 53,695
- AUM per client
- $156K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $567.7M |
| High net worth individuals | 390 | $560.5M |
| Individuals (other than high net worth individuals) | 40,136 | $5.18B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 599 | 553 | decreased by46 |
| Apr 1, 2026 | Clients | 43,868 | 40,527 | decreased by3,341 |
| Apr 1, 2026 | AUM | $5,959,398,729 | $6,308,216,088 | increased by$348,817,359 |
| Apr 1, 2026 | Accounts | 58,580 | 53,695 | decreased by4,885 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 641 | 599 | decreased by42 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 43,868 | increased by43,867 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $772,702,498 | $5,959,398,729 | increased by$5,186,696,231 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 58,580 | increased by58,579 |
| Apr 1, 2022 | Employees | 662 | 641 | decreased by21 |
| Apr 1, 2022 | AUM | $713,237,766 | $772,702,498 | increased by$59,464,732 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MISSIONSQUARE RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MISSIONSQUARE RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.