Original filing (PDF)20251014110942NAL0003728048001

AMPCO-PITTSBURGH CORPORATION

Name: AMPCO-PITTSBURGH CORPORATION — AMPCO-PITTSBURGH CORPORATION RETIREMENT PLAN, Form 5500 (2024)
Creator: AMPCO-PITTSBURGH CORPORATION

Form 5500

FILING_RECEIVED

AMPCO-PITTSBURGH CORPORATION RETIREMENT PLAN

Defined-benefit pension plan

Signals · 3

35% employer stockNo recordkeeper disclosed6 service providers

Active participants

340

Accounts w/ balance

—

Plan assets (EOY)

$160.6M

Net assets (EOY)

$160.6M

How this plan invests

This plan

311 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPCO-PITTSBURGH CORPORATION.

Plan sponsor

Name

AMPCO-PITTSBURGH CORPORATION

EIN

25-1117717

Address

726 BELL AVENUE, SUITE 301 · PO BOX 457 · CARNEGIE, PA · 15106

Phone

(412) 454-4400

Industry

Manufacturingsee all

Plan administrator

Name

RETIREMENT COMMITTEE

EIN

25-1324459

City

CARNEGIE, PA

Phone

(412) 456-4400

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIAM BLAIR	36-2214610	—	INVESTMENT MANAGER	$130K	—
FIRST NATIONAL BANK	25-1255405	—	INVESTMENT MANAGER	$51K	—
WILMINGTON TRUST, NA	16-1486454	—	INVESTMENT MANAGER	$51K	—

Trustee

Investments

311 direct securities· $158.7M(99% of reported assets)

Other securities

$75.4M

65 holdings

Common Stock

$55.1M

223 holdings

U.S. Treasuries

$28.3M

23 holdings

					% of plan
Federated Hermes Government Obligations Fund	Other securities	—	$14.3M	$14.3M	8.9%
iShares JP Morgan Emerging Markets Bond, fixed	Other securities	—	$7.9M	$6.6M	4.1%
iShares Russell Mid-Cap	Other securities	—	$4.1M	$6.1M	3.8%
Schwab US Reit	Common Stock	—	$5.9M	$5.7M	3.6%
GEM Endowment Fund	Other securities	—	$3.9M	$5.6M	3.5%
iShares MSCI EAFE ETF	Other securities	—	$5.3M	$5.6M	3.5%
iShares Global (IGF) infrastructure	Other securities	—	$4.7M	$5.2M	3.2%
US Treasury Note, 3.500%, due 2/15/33	U.S. Treasuries	—	$5.2M	$5.1M	3.2%
iShares Russell 2000	Other securities	—	$3.5M	$5.0M	3.1%
US Treasury Note, 2.250%, due 5/15/41	U.S. Treasuries	—	$4.9M	$4.0M	2.5%
iShares MSCI Emerging Markets	Other securities	—	$3.5M	$3.5M	2.2%
iShares Core MSCI EAFE ETF	Other securities	—	$3.3M	$3.4M	2.1%
iShares Core S&P 500	Other securities	—	$1.3M	$2.8M	1.7%
US Treasury Note, 2.000%, due 11/15/26	U.S. Treasuries	—	$2.4M	$2.3M	1.5%
US Treasury Note, 3.625%, due 2/15/53	U.S. Treasuries	—	$2.5M	$2.3M	1.4%
US Treasury Note, 2.500%, due 2/15/45	U.S. Treasuries	—	$2.4M	$2.3M	1.4%
US Treasury Note, 4.500%, due 5/15/38	U.S. Treasuries	—	$2.5M	$2.0M	1.3%
US Treasury Note, 0.875%, due 11/15/30	U.S. Treasuries	—	$1.9M	$1.8M	1.1%
US Treasury Strip, 0%, due 2/15/2036	U.S. Treasuries	—	$899K	$925K	0.6%
US Treasury Note, 2.750%, due 8/15/32	U.S. Treasuries	—	$941K	$918K	0.6%
Amazon Com Inc.	Common Stock	—	$349K	$847K	0.5%
US Treasury Note, 3.875%, due 8/15/34	U.S. Treasuries	—	$879K	$818K	0.5%
Goldman Sachs Group Inc.	Common Stock	—	$910K	$805K	0.5%
US Treasury Note, 1.625%, due 2/15/26	U.S. Treasuries	—	$766K	$787K	0.5%
Microsoft Corp	Common Stock	—	$220K	$762K	0.5%
Wells Fargo & Company	Other securities	—	$753K	$747K	0.5%
SPDR portfolio S&P 500 growth	Other securities	—	$768K	$743K	0.5%
US Treasury Note, 2.375%, due 5/15/27	U.S. Treasuries	—	$713K	$704K	0.4%
Alphabet Inc.	Common Stock	—	$273K	$691K	0.4%
US Treasury Note, 4.250%, due 8/15/54	U.S. Treasuries	—	$681K	$671K	0.4%
Apple Inc	Common Stock	—	$222K	$658K	0.4%
SPDR portfolio S&P 400 mid cap value	Other securities	—	$691K	$655K	0.4%
US Treasury SEC Strips, 0%, due 2/15/40	U.S. Treasuries	—	$725K	$644K	0.4%
SPDR portfolio S&P 400 mid cap growth	Other securities	—	$679K	$640K	0.4%
Toyota Motor Credit Corp	Common Stock	—	$606K	$610K	0.4%
US Treasury Note, 1.125%, due 8/15/40	U.S. Treasuries	—	$829K	$602K	0.4%
US Treasury Note, 1.250%, due 8/15/31	U.S. Treasuries	—	$636K	$588K	0.4%
Metlife Inc.	Common Stock	—	$574K	$560K	0.3%
Citigroup Inc.	Common Stock	—	$558K	$559K	0.3%
Gilead Sciences Inc.	Common Stock	—	$591K	$557K	0.3%
Conocophillips Co.	Common Stock	—	$661K	$551K	0.3%
Virginia Elec & Power Co.	Common Stock	—	$560K	$547K	0.3%
Johnson & Johnson	Other securities	—	$643K	$533K	0.3%
iShares MSCI USA Quality Factor	Other securities	—	$363K	$530K	0.3%
Walmart Inc.	Common Stock	—	$215K	$523K	0.3%
JP Morgan Chase & Co	Common Stock	—	$528K	$514K	0.3%
Bank of America Corp	Common Stock	—	$546K	$506K	0.3%
AT&T Inc.	Common Stock	—	$528K	$498K	0.3%
JPMorgan Chase & Co.	Common Stock	—	$220K	$494K	0.3%
Walmart Inc	Common Stock	—	$786K	$482K	0.3%

1–50 of 311

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