Original filing (PDF)20251010144614NAL0018865106001

American International Group, Inc.

Name: American International Group, Inc. — American, Form 5500 (2024)
Creator: American International Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

American International Group, Inc. Retirement Plan

Defined-benefit pension plan · American International Group, Inc.'s American International Group, Inc. Retirement Plan held $3.1B in plan assets for 1,969 participants in 2024, with Conduent as recordkeeper.

Signals · 4

15 failed disclosuresParticipant loans in default47% employer stock18 service providers

Active participants

1,969

Accounts w/ balance

—

Plan assets (EOY)

$3.1B

Net assets (EOY)

$3.0B

How this plan invests

This plan

5 pooled trusts

Schedule D

2,154 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

High-risk plan — multiple compliance & cost issues

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Knocking points off

15 Schedule C providers failed to disclose compensation.
Participant loans in default (deemed distributions).
Total administrative cost in the bottom quartile of peers (11th percentile).
Bottom-decile employer contributions per participant (1st percentile).
Plan is frozen (1I) — no new benefit accrual.
Fragmented vendor stack (18 disclosed providers, 5 categories).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN INTERNATIONAL GROUP, INC..

Plan sponsor

Name

AMERICAN INTERNATIONAL GROUP, INC.

EIN

13-2592361all filings

Address

1271 AVENUE OF THE AMERICAS · 11TH FLOOR · NEW YORK, NY · 100201304

Phone

(212) 770-7000

Industry

Finance & Insurance

Plan administrator

Name

AIG RETIREMENT BOARD

EIN

13-2592361

City

NEW YORK, NY

Phone

(212) 770-3891

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

PRICEWATERHOUSECOOPERS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

18 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CONDUENT	20-2185976	—	NONE	$71K	—

Investment manager

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
ADVENT INTERNATIONAL CORPORATION	DID NOT PROVIDE VCOC
AFFINITY ASIA PACIFIC FUND III, L.P	DID NOT PROVIDE VCOC
ARES CORPORATE OPPORTUNITIES FUND I	DID NOT PROVIDE VCOC
BERKSHIRE FUND VII, L.P.	DID NOT PROVIDE VCOC
CVC ASIA PACIFIC III	DID NOT PROVIDE VCOC
DARWIN PRIVATE EQUITY I LP	DID NOT PROVIDE VCOC
GENNX360 CAPITAL PARTNERS, L.P.	DID NOT PROVIDE VCOC
GREEN EQUITY INVESTORS V, L.P.	DID NOT PROVIDE VCOC
OLYMPUS CAPITAL ASIA III (OFFSHORE)	DID NOT PROVIDE VCOC
OLYMPUS GROWTH FUND V, LP	DID NOT PROVIDE VCOC
PLATINUM EQUITY CAPITAL PARTNERS II	DID NOT PROVIDE VCOC
POLARIS VENTURE PARTNERS V, L.P.	DID NOT PROVIDE VCOC
PRESIDIO PARTNERS 2007, L.P.	DID NOT PROVIDE VCOC
SHOREVIEW PARALLEL PARTNERS II, L.P	DID NOT PROVIDE VCOC

Investments

2,154 direct securities · 5 pooled funds· $3.0B(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Stocks

$1.4B

1485 holdings

Other securities

$1.0B

582 holdings

U.S. Treasuries

$459.6M

67 holdings

Common Collective Trust

$64.8M

4 holdings

Mutual Funds

$38.6M

10 holdings

103-12 Investment Entity

$19.3M

1 holding

Common Collective Trusts

$15.1M

2 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$30.0M JPMorgan$27.8M Goldman Sachs$27.6M Morgan Stanley$24.0M Wells Fargo / Allspring$23.9M PIMCO$7.3M MetLife$4.0M BlackRock / iShares$2.7M American Funds (Capital Group)$1.7M

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					% of plan
Long Duration Corp Bd Portfoli Mutual Funds	Common Stocks	—	$160.8M	$129.8M	4.2%
Ctf Credit Total Return	Other securities	—	$93.2M	$93.9M	3.0%
72373715 Trs Usd R F .00000 912810Rn0 Bondtrs	Other securities	—	$59.1M	$56.2M	1.8%
Us Treasury N/B 08/54 4.25	U.S. Treasuries	—	$53.0M	$50.9M	1.6%
Molpus Woodlands Fund Iv Lp Limited Partnership	Other securities	—	$27.4M	$36.5M	1.2%
GLOBAL DISCOVERY TRUST ARTISAN · EIN 82-2101661 / PN 007	Common Collective Trust	—	$8.6M	$32.3M	1.0%
Two Sigma Spectrum Cayman Fd Two Sigma Spectrum Cayman Fd	Other securities	—	$17.8M	$31.7M	1.0%
Us Treasury N/B 08/44 4.125	U.S. Treasuries	—	$34.2M	$31.4M	1.0%
Vanguard Ftse Developed Market Vanguard Ftse Developed Etf	Mutual Funds	—	$28.0M	$30.0M	1.0%
Hg Vora Special Opportunities Limited Partnership	Other securities	—	$6.8M	$29.4M	0.9%
Strips 05/34 0.00000	Other securities	—	$30.5M	$25.6M	0.8%
Bwu025Tr4 Irs Usd R V 12Msofr Swuv25Tr6 Ccpois	Other securities	—	$24.4M	$24.8M	0.8%
Voloridge Fund	Other securities	—	$12.5M	$24.1M	0.8%
Astorg Iv Lp 31 Barings N.Amer Priv Loan Fd Ii (Cayman) A, L.P.	Other securities	—	$17.7M	$23.0M	0.7%
Hedge Funds Alua Offshore Fund Ltd Limited Partnership	Common Stocks	—	$18.8M	$22.7M	0.7%
Us Treasury N/B 05/38 4.5	U.S. Treasuries	—	$22.6M	$21.6M	0.7%
GLOBAL EQUITY CIT CLASS E GQG PARTNERS · EIN 82-6251411 / PN 107	Common Collective Trust	—	$8.4M	$21.0M	0.7%
Us Treasury N/B 08/39 4.5	U.S. Treasuries	—	$22.0M	$20.8M	0.7%
Ares Sdl Fund(Cayman)Ii B,Lp	Other securities	—	$15.2M	$20.7M	0.7%
Us Treasury N/B 02/37 4.75	U.S. Treasuries	—	$28.9M	$20.7M	0.7%
Flash Global Logistics Inc Series D Preferred Stock - Fortress Credit Opp Fd V Exp B Lp	Common Stocks	—	$16.9M	$20.2M	0.6%
Bwu020M50 Irs Usd R V 12Msofr Swuv20M52 Ccpois	Other securities	—	$19.8M	$19.8M	0.6%
Ridgewood Energy Oil + Gas Fund Iii Lp	Other securities	—	$4.8M	$19.4M	0.6%
INTL EQTY - ACWI EX US FUND (USGT) ARROWSTREET · EIN 45-6500555 / PN 003	103-12 Investment Entity	—	—	$19.3M	0.6%
Parsifal Offshore Ltd	Common Stocks	—	$19.2M	$19.1M	0.6%
Fortress Lending Fund Iii(A)	Other securities	—	$15.0M	$19.0M	0.6%
Us Treasury N/B 02/39 3.5	U.S. Treasuries	—	$18.3M	$17.5M	0.6%
Us Treasury N/B 08/44 4.125	U.S. Treasuries	—	$17.5M	$17.5M	0.6%
Us Treasury N/B 08/54 4.25	U.S. Treasuries	—	$17.4M	$16.1M	0.5%
Sdp Flagship Off Fund, Ltd.	Common Collective Trusts	—	$15.0M	$15.0M	0.5%
Ares Sdl Fund(Cayman)B,Lp	Other securities	—	$7.0M	$14.8M	0.5%
Swpc0Mwq7 Cds Usd R F 1.00000 1 Ccpcdx	Other securities	—	$14.6M	$14.6M	0.5%
Biopharma Credit Investment V Lp	Other securities	—	$11.5M	$14.6M	0.5%
Us Treasury N/B 02/42 2.375	U.S. Treasuries	—	$14.7M	$14.4M	0.5%
Hancock Natural Resource Group Limited Partnership	Common Stocks	—	$6.8M	$13.7M	0.4%
Us Treasury N/B 05/37 5	U.S. Treasuries	—	$19.1M	$13.5M	0.4%
Strips 02/34 0.00000	Other securities	—	$14.8M	$13.0M	0.4%
Anheuser Busch Co/Inbev Company Guar 02/46 4.9	Common Stocks	—	$15.1M	$13.0M	0.4%
Us Treasury N/B 11/39 4.375	U.S. Treasuries	—	$13.7M	$12.5M	0.4%
Cerberus Off Lvrd Opp Fund Iv	Other securities	—	$5.7M	$12.3M	0.4%
Fortress Lending Fund Ii	Other securities	—	$7.1M	$11.9M	0.4%
Sasof Offshore V Lp	Other securities	—	$10.4M	$11.7M	0.4%
Isam Systematic Trend Spv Ltd	Common Stocks	—	$5.7M	$11.5M	0.4%
DAILY MSCI EMG MKTS INDX NL FUND STATE STREET · EIN 04-0025081 / PN 192	Common Collective Trust	—	$9.9M	$11.4M	0.4%
Us Treasury N/B 11/42 4	U.S. Treasuries	—	$10.9M	$10.6M	0.3%
Apple Inc Common Stock Usd.00001	Common Stocks	—	$6.9M	$10.4M	0.3%
Us Treasury N/B 11/32 4.125	U.S. Treasuries	—	$10.9M	$10.1M	0.3%
Us Treasury N/B 02/47 3	U.S. Treasuries	—	$11.8M	$10.1M	0.3%
Cvs Health Corp Sr Unsecured 03/48 5.05	Common Stocks	—	$11.0M	$9.8M	0.3%
Us Treasury N/B 05/33 3.375	U.S. Treasuries	—	$9.8M	$9.7M	0.3%

1–50 of 2,159

1 / 44

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEGAL&GENERAL INVESTMENT MANAGEMENT	20-8058531	—	NONE	$1.1M	—
PACIFIC INVESTMENT MANAGEMENT	33-0629048	—	NONE	$957K	—
WELLINGTON MANAGEMENT COMPANY LLP	04-2755549	—	NONE	$58K	—
RHUMBLINE ADVISERS	04-3118582	—	NONE	$30K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE ASSOCIATES LLC	04-3515240	—	NONE	$3.1M	—
TELUS HEALTH (US) LTD.	—	PILADELPHIA, PA	NONE	$1.9M	—
STATE STREET BANK & TRUST	04-1867445	—	NONE	$1.2M	—
LOGAN CIRCLE PARTNERS, LP	82-2405817	—	NONE	$921K	—
AON INVESTMENTS USA INC.	—	CHICAGO, IL	NONE	$265K	—
PRICE WATERHOUSE COOPERS	13-4008324	—	NONE	$205K	—
ARROWSTREET CAPITAL, LP	04-3472863	—	NONE	$108K	—
MERCER	13-2834414	—	NONE	$102K	—
GROOM LAW GROUP	52-1219029	—	NONE	$89K	—
STATE STREET GLOBAL ADV. TRUST CO.	81-4017137	—	NONE	$10K	—
MOLPUS WOODLANDS FUND IV, LP	35-2476495	—	NONE	$0	—