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Original filing (PDF)20251015133833NAL0002377475003
AMERICAN WATER WORKS CO., INC.
Form 5500
FILING_RECEIVED
PENSION PLAN FOR CERTAIN INACTIVE PARTICIPANTS OF AMERICAN WATER WORKS COMPANY, INC. AND ITS DESIGNA
Defined-benefit pension plan
Signals · 1
13 service providers
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$682.0M
Net assets (EOY)
$682.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 325% above peer band of 6 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN WATER WORKS CO., INC..
Plan sponsor
Name
AMERICAN WATER WORKS CO., INC.
EIN
51-0063696
Address
P.O. BOX 2738, ATTN TAX DEPT. · 1 WATER STRET · CAMDEN, NJ · 081012738
Phone
(856) 346-8200
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | 3RD PARTY | $589K | — |
| HEITMAN/JMB ADVISORY CORPORATION | 36-3652846 | — | 3RD PARTY | $352K | — |
| MERCER | 13-2834414 | CHICAGO, IL | 3RD PARTY | $290K | — |
| TCW ASSET MANAGEMENT | 95-3703295 | — | 3RD PARTY | $125K | — |
| SEGALL BRYANT & HAMILL INV. COUNSEL | 41-1788385 | — | 3RD PARTY | $113K | — |
| UBS GLOBAL ASSET MANAGEMENT | 36-3718331 | — | 3RD PARTY | $72K | — |
| PUGH CAPITAL | 91-1522082 | SEATTLE, WA | 3RD PARTY | $59K | — |
| INCOME RESEARCH & MANAGEMENT INC | 04-2955404 | — | 3RD PARTY | $39K | — |
| EAGLE ASSET MANAGEMENT | 59-2385219 | — | 3RD PARTY | $35K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | CHICAGO, IL | 3RD PARTY | $28K | — |
| FRANKLIN TEMPLETON | 94-2990534 | — | 3RD PARTY | $18K | — |
| FIDELITY INSTITUTIONAL ASSET | 20-2159373 | — | 3RD PARTY | $13K | — |
| STATE STREET GLOBAL ADVISORS | 04-1486744 | — | 3RD PARTY | $8K | — |
Investments
1 pooled fund· $682.0M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AWW CO. PENSION PLAN MASTER TRUST AMERICAN WATER WORKS CO., INC. · EIN 30-1342150 / PN 001 | Master Trust | $682.0M | 100.0% |