DFX Intelligence

2 more advisers, 1 more manager, 12 more commitments and 2 more dated events

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American International Group, Inc. Retirement Plan

Corporate pension· NEW York, New York

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.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $3.1B
Funded ratio: 83.3%
Fund commitments: 6
Managers: 3

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Commitments (6)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

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).

Capital path

who backs this record, through what, into what; each name opens its own path

American International Group, Inc. Retirement Plan

Funds committed to

Global Discovery Trust3 commitments
Arrowstreet International Equity3 commitments
Daily Msci Emg Mkts Indx Nl Fund3 commitments

All 6

Managers

Artisan Multiple Investment Trust3 commitments
Arrow Street Capital3 commitments
State Street Global Advisors Trust Company3 commitments

All 4

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$3.1B

Total assets, Dec 31, 2024 reported

Funded

83.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Plan sponsor: American International Group, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

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

5 firms

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

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

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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From Schedule C (investment management, code 28)

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

7 events

Dec 31, 2024Holding endedinference
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)
with GL Eq LP Cl A29 Limited Partnershipaskebsa.dol.gov
Jan 1, 2024Funded status changed
American International Group, Inc. Retirement Plan funded ratio 80.0% -> 83.3% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Holding endedinference
American 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 endedinference
Hildene 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 endedinference
Vulcan 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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

15 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	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

33 readings

Total assets

$3.1B Dec 31, 2024 reported Form 5500

$3.3B (2023-12) · $3.5B (2022-12)

Plan assets

$3.2B Jan 1, 2024 reported Form 5500

$3.4B (2023-01) · $4.8B (2022-01)

Net assets

$3.0B Dec 31, 2024 reported Form 5500

$3.2B (2023-12) · $3.4B (2022-12)

Funded ratio

83.3% Jan 1, 2024 reported Form 5500

80.0% (2023-01) · 94.8% (2022-01)

Funding target

$3.0B Jan 1, 2024 reported Form 5500

$3.2B (2023-01) · $3.3B (2022-01)

Discount rate

5.14% Jan 1, 2024 reported Form 5500

5.06% (2023-01) · 5.43% (2022-01)

Participants

40,741 Jan 1, 2024 reported Form 5500

43,718 (2023-01) · 45,572 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$280M Dec 31, 2024 reported Form 5500

$405M (2023-12) · $332M (2022-12)

Net investment income

-$248M Dec 31, 2024 reported Form 5500

-$138M (2023-12) · -$1.4B (2022-12)

Investment management fees

$3.4M Dec 31, 2024 reported Form 5500

$3.5M (2023-12) · $3.8M (2022-12)

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	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

Service providers and investment entities as filed (Schedule C and D, latest year first)

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

Identifiers: EIN-PN 132592361-002

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Capital chain

American International Group, Inc. Retirement Plan sits on 8 traced paths of capital across the graphs.

Consultant to allocator to manager

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

7 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2023-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Funded status changed
2023-01-01source

+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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