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Original filing (PDF)20250725145144NAL0015081538001
GENUINE PARTS COMPANY
Form 5500
FILING_RECEIVED
GENUINE PARTS COMPANY PENSION PLAN
Defined-benefit pension plan
Signals · 3
63% in single holdingNo recordkeeper disclosed20 service providers
Active participants
3,705
Accounts w/ balance
—
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
1 pooled trust
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "GROUP ANNUITY CONTRACT The Prudential Insurance Company of America PRUDENTIAL ANNUITY CONTRACT" is 63% of plan.
- 30 bps in Schedule C fees — 505% 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 GENUINE PARTS COMPANY.
Plan sponsor
Name
GENUINE PARTS COMPANY
EIN
58-0254510
Address
2999 WILDWOOD PARKWAY · ATLANTA, GA · 303393050
Phone
(678) 934-5000
Industry
Wholesale Tradesee all
Plan administrator
Name
GENUINE PARTS COMPANY PENSION & BENEFITS COMMITTEE
EIN
58-0254510
City
ATLANTA, GA
Phone
(678) 934-5000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
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)
20 rowsOther
20| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $1.1M | — |
| BLACKROCK FINANCIAL MGMT | 13-3806691 | — | NONE | $1.0M | — |
| WELLINGTON MGMT COMPANY | 30-0835489 | — | NONE | $606K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $513K | — |
| AON INVESTMENTS | 27-2436452 | — | NONE | $450K | — |
| GAMCO INVESTORS INC. | 13-4044521 | — | NONE | $302K | — |
| WESTFIELD CAPITAL MANAGEMENT CO, LP | 80-0175963 | — | NONE | $281K | — |
| SOUND SHORE MANAGEMENT INC | 13-2509799 | — | NONE | $261K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $221K | — |
| ALLSPRING GLOBAL | 86-3510848 | — | NONE | $202K | — |
| WEDGE CAPITAL MANAGEMENT LLP | 58-1557450 | — | NONE | $149K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $129K | — |
| STATE STREET GLOBAL ADVISORS | 04-0025081 | — | NONE | $125K | — |
| RICHMOND CAPITAL MANAGEMENT | 54-1288566 | — | NONE | $111K | — |
| ATLANTA CAPITAL MANAGEMENT CO LLP | 58-2236910 | — | NONE | $105K | — |
| KAYNE ANDERSON | 95-3936665 | — | NONE | $102K | — |
| K&L GATES, LLP | 25-0921018 | — | NONE | $91K | — |
| BARROW, HANLEY & MCWHINNEY | 75-2403190 | — | NONE | $83K | — |
| HANCOCK ASKEW & CO LLP | 58-0662558 | — | NONE | $38K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | NONE | $33K | — |
Investments
4 direct securities · 1 pooled fund· $2.0B(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
$1.2B
2 holdings
Common Collective Trust
$343.8M
1 holding
Mutual Funds
$201.2M
1 holding
Common Stocks
$175.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GROUP ANNUITY CONTRACT The Prudential Insurance Company of America PRUDENTIAL ANNUITY CONTRACT | — | — | $1.2B | $1.2B | 63.3% | |
| NT COLLECTIVE SHORT TERM INVESTMENT NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $343.8M | $343.8M | 17.5% | |
| S Baird Asset Management BAIRD FDS INC SHORT-TERM BD FD INSTLCL SHS | Mutual Funds | — | $203.1M | $201.2M | 10.3% | |
| * Genuine Parts Company GENUINE PARTS COMPANY STOCK | Common Stocks | — | $27.5M | $175.1M | 8.9% | |
| SHORT-TERM INVESTMENTS * Northern Trust Investments, Inc. NORTHERN INSTL FDS TREAS PORTFOLIO PREMIER CL | — | — | $471K | $471K | <0.1% |