American International Group, Inc. Retirement Plan
Corporate pension, based in NEW York, New York, reporting $3.1B in assets, for 40,741 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, American International Group, Inc. Retirement Plan no longer reports GL Eq LP Cl A29 Limited Partnership (last held $28M at 2023-12-31; absent from the 2024-12-31 filing).
2 more advisers, 1 more manager, 12 more commitments and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Global Discovery Trust3 commitments
- Arrowstreet International Equity3 commitments
- Daily Msci Emg Mkts Indx Nl Fund3 commitments
- Artisan Multiple Investment Trust3 commitments
- Arrow Street Capital3 commitments
- State Street Global Advisors Trust Company3 commitments
Relationship network
41 connected entities15 observed commitments10 repeat counterparties14 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 51.7%
- U.S. Government securities 18.7%
- Other investments 13.6%
- 103-12 investment entities 0.6%
- Common/collective trusts 2.1%
- Registered investment companies 5.1%
- Common stock 4.4%
Consultants and advisers
- AON Investments USA Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cambridge Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Artisan Multiple Investment Trust3 rows, latest Dec 31, 2024
- Arrow Street Capital3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Artisan Multiple Investment Trustplan years
- GQG Partners LLCplan years
- Wellington Trust Companyplan years 2024
+11 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceAmerican International Group, Inc. Retirement Plan no longer reports GL Eq LP Cl A29 Limited Partnership (last held $28M at 2023-12-31; absent from the 2024-12-31 filing)with GL Eq LP Cl A29 Limited Partnershipaskebsa.dol.gov
- Jan 1, 2024Funded status changedAmerican International Group, Inc. Retirement Plan funded ratio 80.0% -> 83.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceAmerican International Group, Inc. Retirement Plan no longer reports Equity Fund Ltd Limited Partnership (last held $29M at 2022-12-31; absent from the 2023-12-31 filing)with Equity Fund Ltd Limited Partnershipaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceHildene Capital Management, LLC no longer appears on American International Group, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Hildene Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceVulcan Value Partners LLC no longer appears on American International Group, Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Vulcan Valueaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Global Discovery Trustcollective trust | Artisan Multiple Investment Trust | Pooled vehicles | $32.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Arrowstreet International Equity103 12 ie | Arrow Street Capital | Public equity | $19.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Daily Msci Emg Mkts Indx Nl Fundcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $11.4M held | Disclosed holding | askebsa.dol.gov |
+12 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 40,741 | $3.2B | $3.0B | 83.3% | $3.1B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 43,718 | $3.4B | $3.2B | 80.0% | $3.3B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 45,572 | $4.8B | $3.3B | 94.8% | $3.5B | Not disclosed | Not disclosed | Not disclosed |
- Cambridge Associates LLC codes 27 50 $3.1M PY2024
- Telus Health (US) Ltd. codes 15 50 $1.9M PY2024
- State Street Bank & Trust codes 18 19 50 $1.2M PY2024
+72 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
American International Group, Inc. Retirement Plan sits on 8 traced paths of capital across the graphs.
DFX traced 8 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+4 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+20 connections on the graph
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