NAICS 525: Funds, Trusts, and Other Financial Vehicles
Subsector
Code facts
- Part of
-
- 52
- Codes under it
- 2
- Contract awards
- 31 In the last 12 months
- Contract obligations
- $4,529,573 In FY2025
NAICS codes and definitions come from the U.S. Census Bureau and contract spending from SAM.gov/FPDS.
Contract obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2027 To date | $0 |
| FY2026 | $8,547,469 |
| FY2025 | $4,529,573 |
| FY2024 | $10,248,003 |
| FY2023 | $22,222,622 |
Top contractors by obligations
| Rank | Contractor | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | American Life Insurance Co (Dubai Branch) | $2,623,464 | |
| 2 | National Academy Of Sciences | $2,000,000 | |
| 3 | Halpern, Joseph | $850,000 | |
| 4 | Eagle Rising Solutions LLC | $260,701 | |
| 5 | NY Havana | $224,134 | |
| 6 | Al Moayyed Motors WLL | $61,008 | |
| 7 | New Jersey Department Of Health | $46,336 | |
| 8 | Iowa Department Of Health And Human Services | $19,447 | |
| 9 | Pentegra Services, Inc. | $13,940 |
Top funding agencies by obligations
| Rank | Agency | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | Department of State | $5,362,815 | |
| 2 | Department of Health and Human Services | $2,065,783 | |
| 3 | Securities and Exchange Commission | $850,000 | |
| 4 | Department of Veterans Affairs | $260,701 | |
| 5 | Department of the Treasury | $13,940 |
Top PSC codes by obligations
| Rank | PSC code | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | G007 Government Health Insurance Programs | $4,140,929 | |
| 2 | B529 Scientific Data Studies | $2,000,000 | |
| 3 | R424 Expert Witness | $850,000 | |
| 4 | AN41 Health R&D Services; Health Care – Other; Basic Research | $496,968 | |
| 5 | G006 Government Life Insurance Programs | $448,874 | |
| 6 | 7510 Office Supplies | $260,701 | |
| 7 | 2310 Passenger Motor Vehicles | $211,313 | |
| 8 | G009 Non-Government Insurance Programs | $88,168 | |
| 9 | R702 Data Collection Services | $65,783 | |
| 10 | R710 Support – Management: Financial | $13,940 |
Contract obligations by state
| Rank | Place of performance | Obligated, last 12 months | Share |
|---|---|---|---|
| 1 | Maryland | $2,000,000 | |
| 2 | New York | $863,940 | |
| 3 | Georgia | $260,701 | |
| 4 | New Jersey | $46,336 | |
| 5 | Iowa | $19,447 |
Shares are of everything obligated under NAICS 525 in the last 12 months before deobligations, including work performed abroad or with no place of performance on record.
Contract opportunities
Show 40 more
Latest 50 of 109 listed here. See the rest on GovTribe.
Codes under 525
Definition
Industries in the Funds, Trusts, and Other Financial Vehicles subsector group legal entities (i.e., funds, plans, and/or programs) organized to pool securities or other assets on behalf of shareholders or beneficiaries of employee benefit or other trust funds. The portfolios are customized to achieve specific investment characteristics, such as diversification, risk, rate of return, and price volatility. These entities earn interest, dividends, and other investment income, but have little or no employment and no revenue from the sale of services.
Read the full definition
Establishments with employees devoted to the management of funds are classified in Industry Group 5239, Other Financial Investment Activities. Establishments primarily engaged in holding the securities of (or other equity interests in) other firms are classified in Sector 55, Management of Companies and Enterprises. Equity real estate investment trusts (REITs) that are primarily engaged in leasing buildings, dwellings, or other real estate property to others are classified in Subsector 531, Real Estate.
Quick answers
What is NAICS 525?
NAICS 525 is Funds, Trusts, and Other Financial Vehicles, a subsector in NAICS 52, Finance and Insurance.
What codes are under NAICS 525?
NAICS 525 has 2 codes under it with their own GovTribe pages: 5251 Insurance and Employee Benefit Funds and 5259 Other Investment Pools and Funds.
How much do federal agencies spend under NAICS 525?
Federal contracts under NAICS 525 obligated $4,529,573 in fiscal year 2025 and $45,547,667 in fiscal years 2023 through 2027.
Who are the largest contractors under NAICS 525?
The contractors with the most obligated under NAICS 525 in fiscal years 2026 and 2027 are American Life Insurance Co (Dubai Branch) ($2,623,464); National Academy Of Sciences ($2,000,000); and Halpern, Joseph ($850,000).
Which agencies buy the most under NAICS 525?
The agencies that obligated the most under NAICS 525 in fiscal years 2026 and 2027 are Department of State ($5,362,815), Department of Health and Human Services ($2,065,783) and Securities and Exchange Commission ($850,000).
Which PSC codes are used with NAICS 525?
The PSC codes with the most obligated under NAICS 525 in fiscal years 2026 and 2027 are G007 Government Health Insurance Programs, B529 Scientific Data Studies and R424 Expert Witness.
Where is the work under NAICS 525 performed?
By place of performance, the states with the most contract obligations under NAICS 525 over the last 12 months are Maryland ($2,000,000), New York ($863,940) and Georgia ($260,701).
What is the latest contract opportunity under NAICS 525?
The latest contract opportunity under NAICS 525 is Workers Compensation Insurance for the U. S. Embassy Canberra Australia, solicitation from US Embassy Canberra (DOS), posted April 27, 2026.
On GovTribe
See everything under NAICS 525
- Federal contract opportunities, awards and IDVs under this code
- Funding analysis by contractor, agency and set-aside
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