DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, Afl-Cio
Corporate pensionFort Worth, TX
Assets
$4.3B
Total assets, Dec 31, 2024 reported
Funded
94.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: American Airlines, Inc. - Retirement
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 99.6%
Consultants and advisers
3 firms
- Qdro Consultants CO.LLC General consultantthrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- John Hancock Iiaplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 36,441 | $4.3B | $4.7B | 94.3% | $4.3B | n/a | $4.2B | n/a |
| 2023 to Dec 31, 2023 | 36,851 | $4.1B | $4.8B | 92.6% | $4.3B | n/a | $4.2B | n/a |
| 2022 to Dec 31, 2022 | 37,712 | $5.0B | $4.8B | 96.9% | $4.1B | n/a | $4.1B | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Fidelity codes 13 15 50 $887,671 PY2024
- State Street codes 21 50 $237,249 PY2024
- Willis Towers Watson codes 11 50 $208,571 PY2024
- Ernst & Young codes 10 50 $38,570 PY2024
- Cbiz CPAS P.C. codes 10 50 $27,075 PY2024
- Qdro Consultants codes 16 49 50 $8,850 PY2024
- Master Fixed Benefit Pension Trust Sched. D M $4.2B PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Fidelity codes 13 15 50 $1.7M PY2023
- State Street codes 21 50 $225,213 PY2023
- Willis Towers Watson codes 11 50 $204,973 PY2023
- Telus Health codes 13 50 $141,712 PY2023
- DXC Technology Services codes 15 50 $109,499 PY2023
- Cbiz CPAS P.C. codes 10 50 $27,170 PY2023
- Ernst & Young codes 10 50 $23,654 PY2023
- Qdro Consultants codes 16 49 50 $9,900 PY2023
- Haynes and Boone, LLP codes 29 50 $9,672 PY2023
- Master Fixed Benefit Pension Trust Sched. D M $4.2B PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Lifeworks (US) Ltd codes 13 50 $2.6M PY2022
- Fidelity codes 13 15 50 $816,139 PY2022
- State Street codes 21 50 $243,584 PY2022
- Willis Towers Watson codes 11 50 $160,943 PY2022
- DXC Technology Services codes 15 50 $157,007 PY2022
- Mayer Hoffman Mccann PC codes 10 50 $25,600 PY2022
- Ernst & Young codes 10 50 $18,021 PY2022
- Haynes and Boone, LLP codes 29 50 $16,439 PY2022
- Qdro Consultants codes 16 49 50 $10,500 PY2022
- John Hancock Iia codes 28 50 51 $6,817 PY2022
- Master Fixed Benefit Pension Trust Sched. D M $4.1B PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2023Manager relationship endedinferenceJohn Hancock Iia no longer appears on The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, Afl-Cio's Schedule C as investment manager (plan year 2023 vs 2022)with John Hancock Iiaaskebsa.dol.gov
- Jan 1, 2023Funded status changedThe Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, Afl-Cio funded ratio 96.9% -> 92.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, Afl-Cio plan assets $5.0B -> $4.1B (-18.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131502798-006
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.