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Original filing (PDF)20251008160510NAL0005799153001

AMERICAN ELECTRIC POWER SERVICE CORPORATION

Form 5500
FILING_RECEIVED
AMERICAN ELECTRIC POWER SYSTEM RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
33% in single holdingNo recordkeeper disclosed21 service providers
Active participants
15,217
Accounts w/ balance
Plan assets (EOY)
$4.1B
Net assets (EOY)
$4.0B
How this plan invests
This plan
5 pooled trusts
Schedule D
2,474 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "- - (i) Net Gain (Loss) $ $ (h) of Asset on Current Value" is 33% of plan.
  • 29 bps in Schedule C fees — 484% above peer band of 5 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN ELECTRIC POWER SERVICE CORPORATION.
Plan sponsor
Name
AMERICAN ELECTRIC POWER SERVICE CORPORATION
EIN
13-4922641
Address
1 RIVERSIDE PLAZA · COLUMBUS, OH · 43215
Phone
(614) 716-1000
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
1A · Pay-related DB formula
3F · Sponsor used leased employees
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

21 rows
Other
21
NameEINLocationRelationDirect compIndirect comp
TELUS HEALTH52-1883918NONE$1.4M
JENNISON ASSOCIATES52-2069785NONE$1.2M
POLARIS CAPITAL MANAGEMENT04-3269043NONE$1.0M
SANDS CAPITAL MANAGEMENT20-2830751NONE$1.0M
TOWNSEND45-3073569NONE$948K
VONTOBEL13-3223264NONE$938K
J.P.MORGAN INVESTMENT MANAGEMENT13-3200244NONE$876K
WELLINGTON30-0835489NONE$858K
RIVER & MERCANTILENONE$851K
BNY MELLON13-5160382NONE$805K
HAMILTON LANE23-2962336NONE$661K
NISA INVESTMENT ADVISORS48-1140940NONE$274K
AON INVESTMENTS USA INC.36-3109431NONE$210K
FRANKLIN TEMPLETON INSTITUTIONAL94-3411725NONE$188K
JP MORGAN CHASE BANK13-4994650NONE$144K
ARIEL INVESTMENTS, LLC02-0712418NONE$132K
WILLIS TOWERS WATSON ACTUARY SVC53-0181291NONE$115K
MELLON CAPITAL MANAGEMENT25-6078093NONE$115K
BDO USA, P.C.13-5381590NONE$105K
BUSINESS SOLVERWEST DES MOINES, IANONE$58K
PORTER, WRIGHT, MORRIS & ARTHUR LLP31-4373657NONE$12K

Investments

2,459 direct securities · 5 pooled funds· $8.3B(100% 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.

Uncategorized
$7.2B
2454 holdings
Common Collective Trust
$604.8M
4 holdings
Common Collective Trusts
$494.5M
2 holdings
PARTNERSHIP/JOINT VENTURE
$25.3M
3 holdings
103-12 Investment Entity
$2.7M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
- (i) Net Gain (Loss) $ (h) of Asset on Current Value$2.5B62.4%
Selling Price**1,270,503$1.3B$1.3B31.1%
BNYM MELON DB SL ACWI FUND
THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 191
Common Collective Trust
$494.5M12.1%
s * BNYM-M DB SL ACWI FUND
Common Collective Trusts
$272.9M$464.9M11.4%
DODGE & COX GLOBAL STOCK-I$176.3M$176.3M4.3%
CPTF LONG DURATION INVESTMENT GRADE
JP MORGAN CHASE BANK, N.A. · EIN 26-0199869 / PN 001
Common Collective Trust
$89.6M$107.2M2.6%
08/15/16$75.2M$63.0M1.5%
11/15/21$82.4M$60.3M1.5%
05/15/22$65.0M$54.4M1.3%
02/15/16$77.6M$49.4M1.2%
11/15/18$44.0M$40.8M1.0%
LION INDUSTRIAL TRUSTPROPERTIES$2.3M$36.1M0.9%
05/15/19$51.0M$33.8M0.8%
08/15/21$34.1M$32.1M0.8%
s * BNYM-M DB SL ACWI FUND
Common Collective Trusts
$17.4M$29.6M0.7%
05/15/13$43.9M$29.6M0.7%
11/15/13$40.3M$27.4M0.7%
EB TEMP INV FD VAR RT 12/31/49 FEE CL 00$27.0M$27.0M0.7%
08/15/13$36.1M$26.8M0.7%
02/15/19$40.7M$26.5M0.6%
AMAZON.COM INC$12.4M$25.4M0.6%
05/15/17$32.2M$24.0M0.6%
U.S. Government Obligations * AMERICAN ELECTRIC POWER PROPVAR RT 12/31/2049 DD 07/24/08$21.3M$21.3M0.5%
JPMCB STRATEGIC PROPERTY FUND$12.5M$20.4M0.5%
ALPHABET INC$10.6M$19.1M0.5%
USAA EAGLE REAL ESTATE FEEDERI LP$3.9M$18.4M0.5%
08/15/18$19.1M$17.3M0.4%
MERIDIAM INFRA NORTH AMERICAFD III (DOMESTIC)$11.9M$16.5M0.4%
MICROSOFT CORP$8.6M$16.4M0.4%
BROOKFIELD INFRA FUND III LP$10.6M$16.4M0.4%
IFM GLOBAL INFRA OFFSHORE LP -$16.3M0.4%
05/15/17$21.9M$16.0M0.4%
11/15/22$19.0M$15.5M0.4%
08/15/14$17.7M$15.0M0.4%
GRIDIRON CAPITAL FUND III LP -$15.0M0.4%
NVIDIA CORP$5.8M$14.3M0.3%
Interests (Continued) DREAM INDUSTRIAL FUND
PARTNERSHIP/JOINT VENTURE
$9.4M$14.1M0.3%
02/15/13$13.9M$13.7M0.3%
02/15/24$14.1M$13.5M0.3%
CVC CAPITAL PRTNRS VI (C) LP$9.5M$12.9M0.3%
TZP CAPITAL PARTNERS II LP$9.2M$12.3M0.3%
BROOKFIELD SUPER-CORE INFRA$10.0M$12.2M0.3%
FLUTTER ENTERTAINMENT PLC$8.6M$12.0M0.3%
08/15/22$13.7M$11.9M0.3%
AXIUM INFRA NA IV LP$11.3M$11.9M0.3%
02/15/15$14.5M$11.9M0.3%
KKR DIV CORE INFRA FD (A) SCSP$10.0M$11.8M0.3%
AMERICAN SECURITIES PARTNERSVI$384K$11.7M0.3%
05/15/24$12.8M$11.7M0.3%
JADIAN REAL ESTATE FUND I LP$5.1M$10.9M0.3%
COCA-COLA CO/THE$10.2M$10.8M0.3%
ICON INFRA PARTNERS FUND V LP$8.7M$10.7M0.3%
BROOKFIELD PREMIER RE PRTNS$5.6M$10.2M0.2%
VISA INC$5.5M$10.2M0.2%
GID MAINSTAY FUND$10.0M$10.2M0.2%
Corporate Obligations * AMERICAN ELECTRIC POWER PROPVAR RT 12/31/2049 DD 07/24/08$9.9M$9.9M0.2%
TAIWAN SEMICONDUCTOR MANUFACTUADR$4.5M$9.5M0.2%
05/15/21$16.1M$9.3M0.2%
NETFLIX INC$3.6M$9.3M0.2%
JAMESTOWN PREMIER PROPERTYFUND LP$3.5M$9.3M0.2%
08/15/24$9.7M$9.2M0.2%
AMERICAN SECURITIES PTNR VIII$6.6M$9.2M0.2%
PATRIA-BRAZILIAN PE FUND V LP$5.9M$9.1M0.2%
AXON ENTERPRISE INC$3.4M$9.0M0.2%
RELX PLC$6.3M$8.8M0.2%
02/15/24$8.8M$8.4M0.2%
MASTERCARD INC$4.8M$8.4M0.2%
02/15/2043 DD 02/15/13$7.2M$8.3M0.2%
PATRIA - BRAZILIAN PRIVATEEQUITY FUND IV LP$9.3M$8.3M0.2%
08/15/22$9.1M$8.3M0.2%
SERVICENOW INC$7.4M$8.2M0.2%
ALMANAC REALTY SEC VIII LP$7.8M$8.2M0.2%
LOJAS RENNER SA 1 LONDON STOCK EXCHANGE GROUP PL$5.8M$7.9M0.2%
08/15/20$11.1M$7.9M0.2%
11/15/2048 DD 11/15/18$8.2M$7.8M0.2%
HIGH ROAD CAPITAL PARTNERS FDII - WFC$9.0M$7.8M0.2%
MERCADOLIBRE INC$5.1M$7.6M0.2%
02/15/10$10.2M$7.5M0.2%
CA STUDENT LIVING INC GRWTH$5.5M$7.5M0.2%
08/15/23$7.8M$7.4M0.2%
ASML HOLDING NV$5.1M$7.3M0.2%
CONSTELLATION SOFTWARE INC$4.6M$7.2M0.2%
AT&T INC3.550% 09/15/2055 DD 03/15/21$9.0M$7.2M0.2%
05/15/15$10.2M$7.1M0.2%
BLACKSTONE ENERGY PARTNERS IILP$6.7M$7.0M0.2%
Corporate Stock ABBOTT LABORATORIES$6.5M$7.0M0.2%
02/15/22$9.3M$7.0M0.2%
SHOPIFY INC$2.7M$6.9M0.2%
EXPERIAN PLC$7.5M$6.9M0.2%
08/15/15$6.8M$6.8M0.2%
GOLDMAN SACHS GROUP INC/THEVAR RT 10/31/2038 DD 10/31/17$8.2M$6.8M0.2%
KPS SPECIAL SITUATIONS FUND IVLP$6.3M$6.7M0.2%
ADYEN NV$4.8M$6.7M0.2%
09/30/22$6.8M$6.7M0.2%
DOORDASH INC$4.0M$6.6M0.2%
PLATINUM CAP EQ PTNRS V LP$4.7M$6.6M0.2%
ASANA PARTNERS FUND I LP$3.1M$6.4M0.2%
11/15/24$6.5M$6.4M0.2%
KEYENCE CORP$6.1M$6.4M0.2%
SAP SE$4.8M$6.3M0.2%
CVC CAPITAL PARTNERS VII LP$4.2M$6.3M0.2%
Interests (Continued) PEG POOLED VENT CAP INSTINVEST III LLC
PARTNERSHIP/JOINT VENTURE
$15.8M$6.2M0.2%
BLACKSTONE CAPITAL PARTNERSVII LP$4.8M$6.2M0.2%
RB GLOBAL INC$4.8M$6.1M0.1%
AMERICAN SECURITIES PTNRS VII$5.4M$6.0M0.1%
KAYNE ANDERSON CORE RE$6.0M$6.0M0.1%
05/31/22$6.0M$6.0M0.1%
CME GROUP INC$4.7M$5.9M0.1%
US ULTRA BOND FUTURE (CBT)EXP SEP 24 -$5.8M0.1%
02/15/18$10.7M$5.8M0.1%
11/15/20$9.8M$5.7M0.1%
PLATINUM EQUITY CAP PTNRS IV LPV LP$4.3M$5.7M0.1%
NIKE INC$6.6M$5.7M0.1%
06/26/2028 DD 06/26/23$5.7M$5.6M0.1%
OAKTREE REAL ESTATE OPP VIIILP$5.0M$5.5M0.1%
02/11/2036 DD 02/11/21$5.6M$5.5M0.1%
WOLFF CREDIT PARTNERS III LP$5.2M$5.4M0.1%
ALTERRA IOS VENTURE II LP$4.4M$5.2M0.1%
09/30/24$5.3M$5.2M0.1%
APOLLO INVESTMENT FUND VIII LP$2.8M$5.2M0.1%
BLOCK INC$6.0M$5.1M0.1%
02/15/2040 DD 02/16/10$6.3M$5.1M0.1%
SCHNEIDER ELECTRIC SE$4.8M$5.1M0.1%
Interests ABERDEEN SAFL EUR RE CLUB IIOFFSHR FDR LTD
PARTNERSHIP/JOINT VENTURE
$5.1M0.1%
ASANA PARTNERS FUND III LP$5.4M$5.1M0.1%
CVC CAPITAL PTNS VIII A LP$4.6M$5.0M0.1%
01/23/2039 DD 01/23/19$6.3M$5.0M0.1%
11/15/2040 DD 11/15/10$4.9M$4.9M0.1%
AMERICAN EXPRESS COVAR RT 07/28/2027 DD 07/28/23$4.8M$4.8M0.1%
BOSTON SCIENTIFIC CORP$2.5M$4.8M0.1%
02/15/24$4.8M$4.8M0.1%
APOLLO INVESTMENT FUND IX LP$2.3M$4.8M0.1%
ATLASSIAN CORP$2.7M$4.7M0.1%
DEXCOM INC$5.8M$4.7M0.1%
02/15/12$4.8M$4.6M0.1%
ALTERNA CORE CAPITAL ASSETS IILP$6.9M$4.6M0.1%
02/15/22$5.4M$4.6M0.1%
BLACKSTONE CAP PARTNERS VIII$3.9M$4.6M0.1%
H.I.G. CAPITAL PARTNERS V LP$7.3M$4.5M0.1%
03/17/23$4.5M$4.5M0.1%
AIA GROUP LTDHK/01299$4.9M$4.5M0.1%
AT&T INC3.800% 12/01/2057 DD 06/01/21$6.6M$4.5M0.1%
BUCKINGHAM MULTIFAMILY FUND II$5.2M$4.5M0.1%
11/15/21$7.3M$4.5M0.1%
HIG EUROPE CAPITAL PARTNERS IILP$6.8M$4.4M0.1%
GLOBAL ENERGY & POWER INFRA II$9.0M$4.4M0.1%
ALCON AG$4.1M$4.4M0.1%
SPOTIFY TECHNOLOGY SA$3.8M$4.4M0.1%
HIG CAPITAL PARTNERS VI$4.4M$4.4M0.1%
05/01/22$7.1M$4.3M0.1%
HDFC BANK LTDADR$4.1M$4.3M0.1%
SIKA AG$5.0M$4.3M0.1%
05/15/23$4.7M$4.2M0.1%
INSIGHT PARTNERS CAYMAN XII LP$4.3M$4.2M0.1%
BANK OF AMERICA CORPVAR RT 06/19/2041 DD 06/19/20$5.8M$4.2M0.1%
05/01/2047 DD 11/01/17$5.5M$4.2M0.1%
PANDORA A/S$3.5M$4.2M0.1%
CLOUDFLARE INC$3.0M$4.1M0.1%
07/15/24$4.0M$4.1M<0.1%
THERMO FISHER SCIENTIFIC INC$4.0M$4.0M<0.1%
02/15/21$4.7M$4.0M<0.1%
ESSILORLUXOTTICA SA$2.9M$4.0M<0.1%
02/15/17$5.3M$4.0M<0.1%
AIR LIQUIDE SA$3.8M$4.0M<0.1%
WYETH LLC5.950% 04/01/2037 DD 03/27/07$4.5M$4.0M<0.1%
02/15/23$4.0M$4.0M<0.1%
JPMORGAN CHASE & COVAR RT 11/29/2045 DD 11/29/24$4.1M$4.0M<0.1%
03/01/2029 DD 01/25/24$3.9M$3.9M<0.1%
MORGAN STANLEYVAR RT 07/22/2038 DD 07/24/17$4.9M$3.9M<0.1%
ENTEGRIS INC$4.0M$3.9M<0.1%
FSN CAPITAL VI LP$3.8M$3.9M<0.1%
SYNOPSYS INC$3.1M$3.8M<0.1%
SMURFIT WESTROCK PLC$2.6M$3.8M<0.1%
08/15/2043 DD 08/15/13$4.4M$3.8M<0.1%
ALMANAC REALTY SECURITIES VII$4.2M$3.8M<0.1%
01/31/22$3.8M$3.8M<0.1%
ZALANDO SE$4.0M$3.8M<0.1%
11/05/2026 DD 09/06/24$3.7M$3.7M<0.1%
03/09/18$4.2M$3.7M<0.1%
VULCAN MATERIALS CO$2.8M$3.7M<0.1%
CAPITAL ONE FINANCIAL CORP$2.0M$3.7M<0.1%
05/15/2039 DD 05/15/09$4.0M$3.6M<0.1%
AMGEN INC3.150% 02/21/2040 DD 02/21/20$4.6M$3.6M<0.1%
08/15/21$6.2M$3.6M<0.1%
ENCAP ENERGY TRANSITION FDII-C LP$3.9M$3.6M<0.1%
JPMORGAN CHASE & CO$1.8M$3.6M<0.1%
10/01/2039 DD 09/23/09$4.0M$3.5M<0.1%
CULLEN/FROST BANKERS INC$2.6M$3.5M<0.1%
03/15/2039 DD 02/03/17$4.6M$3.5M<0.1%
SLM CORP$2.3M$3.5M<0.1%
TPG GROWTH III LP$3.4M$3.5M<0.1%
UNION PACIFIC CORP$3.8M$3.5M<0.1%
ALLISON TRANSMISSION HOLDINGS$1.7M$3.5M<0.1%
L'OREAL SA$3.6M$3.5M<0.1%
HOYA CORP$2.9M$3.4M<0.1%
GILEAD SCIENCES INC$2.6M$3.3M<0.1%
DD 06/28/24$3.4M$3.3M<0.1%
WOLTERS KLUWER NV$3.4M$3.3M<0.1%
IMCD NV$3.6M$3.3M<0.1%
IRHYTHM TECHNOLOGIES INC$4.1M$3.3M<0.1%
Showing top 200 of 2,464 investments by value.