Scott Frisch signed AARP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AARP's EIN is 95-1985500.
Download the official 2024 Form 5500 (PDF) for AARP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AARP's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT ASSOCIATES LP | — | CHICAGO, IL | NONE | $149K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 33-0629048 | — | NONE | $522K | — |
| ACADIAN | 04-2929221 | — | NONE | $518K | — |
| BROWN CAPITAL MANAGEMENT | 27-4453139 | — | NONE | $304K | — |
| WAUD CAPITAL PARTNERS VI LP | 88-3601569 | — | NONE | $260K | — |
| VITRUVIAN PARTNERS LP | — | — | NONE | $212K | — |
| WAUD CAPITAL PARTNERS V | 83-4275938 | — | NONE | $139K | — |
| GENSTAR CAPITAL PARTNERS X LP | 86-1881953 | — | NONE | $113K | — |
| GENSTAR CAPITAL PARTNERS XI LP | 92-1111551 | — | NONE | $103K | — |
| THOMA BRAVO ADVISORS LP | 84-5194444 | — | NONE | $64K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $41K | — |
| BROOKFIELD ASSET MANAGEMENT | 38-3907663 | — | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARLINGTON CAPITAL | 36-4376977 | — | NONE | $673K | — |
| CHARLES BANK PARTNERS | 85-3126096 | — | NONE | $427K | — |
| CLEARLAKE CAPITAL GROUP LP | 20-8541105 | — | NONE | $365K | — |
| GRAIN MANAGEMENT CAPITAL | 27-2066237 | — | NONE | $333K | — |
| BANK OF NEW YORK | 13-5160382 | — | NONE | $326K | — |
| IFM GLOBAL INFRASTRUCTURE | 98-0569684 | — | NONE | $267K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET RUSSELL 1000 INEX SL STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 044 | Common Collective Trust | — | $82.9M | $190.9M | 11.7% | |
| Arrowstreet Global Equity Acwi | Other securities | — | $128.3M | $171.2M | 10.5% | |
| ARROWSMITH ACWI EX US ALPH ARROWSMITH CAPITAL LP · EIN 81-1414880 / PN 001 | Common Collective Trust | — | — | $171.2M | 10.5% | |
| ACADIAN ACWI EX US ACADIAN ASSET MANAGEMENT · EIN 20-2234082 / PN 001 | 103-12 Investment Entity | — | $69.1M | $106.5M | 6.5% | |
| Pimco Diversified Income-Ins | Mutual Funds | — | $111.0M | $100.5M | 6.1% | |
| Jpm Glob Bond Opport Fund-R6 | Other securities | — | $79.4M | $74.9M | 4.6% | |
| GQG PARTNERS GLOBAL EQUITY CIT STATE STREET BANK & TRUST COMPANY · EIN 82-6251411 / PN 010 | Common Collective Trust | — | $37.5M | $69.2M | 4.2% | |
| LEGAL & GENERAL DEVELOPMENT LEGAL & GENERAL · EIN 83-4011981 / PN 001 | Common Collective Trust | — | $42.3M | $66.3M | 4.1% | |
| MORGAN STANLEY PRIME PROPERTY MORGAN STANLEY · EIN 36-4516330 / PN 000 | Common Collective Trust | — | $51.3M | $50.1M | 3.1% | |
| Metlife Core Property Fund Lp | Other securities | — | $35.8M | $34.3M | 2.1% | |
| Paps Long Duration Credit Bond | U.S. Treasuries | — | $37.7M | $32.6M | 2.0% | |
| U S Treasury Bond | U.S. Treasuries | — | $32.8M | $31.7M | 1.9% | |
| COLLECTIVE US GOV'T STIF 15 THE BANK OF NEW YORK · EIN 81-6243181 / PN 001 | Common Collective Trust | — | — | $30.3M | 1.9% | |
| Collective Us Gov'T Stif 15 | Common Collective Trusts | — | $27.1M | $27.1M | 1.7% | |
| Stratus Feeder Lp Series 1 | Other securities | — | $18.0M | $26.5M | 1.6% | |
| STATE STREET MSCI ACWI EX USA STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 009 | Common Collective Trust | — | $21.8M | $26.2M | 1.6% | |
| Davidson Kempner Class C | Other securities | — | $15.0M | $21.1M | 1.3% | |
| Ifm Global Infra Us Lp | Other securities | — | $14.8M | $19.6M | 1.2% | |
| Sculptor Overseas Fund Ltd | Common Stocks | — | $12.0M | $17.9M | 1.1% | |
| Hudson Bay International Fund | Other securities | — | $14.4M | $17.0M | 1.0% | |
| Db Oasis Inv Ii Of | Other securities | — | $10.0M | $16.1M | 1.0% | |
| Arlington Capital Partners V | Other securities | — | $6.2M | $15.9M | 1.0% | |
| Clearlake Cp Vi (Uste) Lp | Other securities | — | $7.3M | $15.2M | 0.9% | |
| Marshall Wace Tops | Other securities | — | $9.3M | $14.6M | 0.9% | |
| Waud Cap Partners Fif V Lp | Other securities | — | $8.5M | $14.6M | 0.9% | |
| Garda Fi Relative Val Opp Fund | Other securities | — | $10.0M | $14.4M | 0.9% | |
| Alphadyne International Fund | Other securities | — | $11.0M | $13.6M | 0.8% | |
| Veritas Capital Fund Vii Lp | Other securities | — | $8.1M | $13.6M | 0.8% | |
| Varde Invest Part (Offshore) | Other securities | — | $10.0M | $12.7M | 0.8% | |
| Db Fenghe Asia Fd | Other securities | — | $10.0M | $12.4M | 0.8% | |
| Holocene Advisors Fund Class | Other securities | — | $8.0M | $12.2M | 0.7% | |
| Ahl Alpha (Cayman) Limited | Other securities | — | $9.1M | $11.5M | 0.7% | |
| Cephei Qfii China Total Return | Other securities | — | $18.0M | $10.7M | 0.7% | |
| Axium Infra Na Iv Lp | Other securities | — | $8.4M | $10.6M | 0.7% | |
| Southpoint Qualified Offshore | Other securities | — | $7.5M | $10.6M | 0.7% | |
| U S Treasury Bond | U.S. Treasuries | — | $10.8M | $10.4M | 0.6% | |
| Asf Viii B Lp | Other securities | — | $5.0M | $8.6M | 0.5% | |
| Prologis Targeted Us Log Hldgs | Common Stocks | — | $4.9M | $7.5M | 0.5% | |
| Jmi Equity Fund X-B Lp | Other securities | — | $5.5M | $7.5M | 0.5% | |
| Genstar Capital Partners X Lp | Other securities | — | $6.3M | $7.3M | 0.4% | |
| Varde Fund Xiv Lp | Other securities | — | $7.0M | $7.0M | 0.4% | |
| U S Treasury Note | U.S. Treasuries | — | $6.6M | $6.8M | 0.4% | |
| Cb Offshore Equity Fund X | Other securities | — | $3.9M | $6.2M | 0.4% | |
| Stepstone Vc Gbl Partners X Lp | Other securities | — | $5.6M | $5.8M | 0.4% | |
| Brookfield Strategic Rep Iv Lp | Other securities | — | $5.3M | $5.7M | 0.3% | |
| Ampersand 2020 Lp | Other securities | — | $6.0M | $5.6M | 0.3% | |
| Thoma Bravo Fund Xiv-A Lp | Other securities | — | $4.4M | $5.5M | 0.3% | |
| Clearlake Cp Vii (Uste) Lp | Other securities | — | $4.3M | $5.2M | 0.3% | |
| Ta Realty Value Add Xiii Lp | Other securities | — | $5.5M | $5.1M | 0.3% | |
| Grain Comm Opp Fund Iii Lp | Other securities | — | $4.8M | $4.9M | 0.3% |
| METLIFE |
| 82-2405817 |
| — |
| NONE |
| $258K |
| — |
| CAPVEST CO-INVESOTR V SCSP | 98-1609495 | — | NONE | $222K | — |
| GRIDIRON CAPITAL PARALLEL FUND LP | 87-3818249 | — | NONE | $213K | — |
| T ROWE PRICE | 52-1481931 | — | NONE | $195K | — |
| GRAHAM PARTNERS VI LP | 92-1788081 | — | NONE | $191K | — |
| AXIUM INFRASTRUCTURE | — | — | NONE | $190K | — |
| AMPERSAND MANAGEMENT LLC | 27-0745274 | — | NONE | $186K | — |
| TA REALTY | 04-3341880 | — | NONE | $177K | — |
| EIGHTH CINVEN FUND (NO. 2) LP | 98-1652987 | — | NONE | $174K | — |
| HPS SPECIAL SITUAT OPPORT FUND II | 98-1643173 | — | NONE | $172K | — |
| VARDE FUND XIV GP LP | 88-1831314 | — | NONE | $171K | — |
| AUDAX MANAGEMENT CO LLC | 04-3477377 | — | NONE | $167K | — |
| VERITAS VII | — | NEW YORK, NY | NONE | $162K | — |
| TOWERS WATSON | 23-1159630 | — | NONE | $137K | — |
| PRIMARY VENTURE MANAGEMENT LLC | 27-3136951 | — | NONE | $132K | — |
| COALESCE CAPITAL FUND I LP | 92-2387817 | — | NONE | $121K | — |
| DCP CAP PARTNERS | 98-1538046 | — | NONE | $120K | — |
| GREENSPRING | 52-2300621 | — | NONE | $106K | — |
| WILLIAM MERCER | 13-2821441 | — | NONE | $104K | — |
| ARDIAN SF VII | 98-1439310 | — | NONE | $100K | — |
| JMI EQUITY | 20-2772092 | — | NONE | $98K | — |
| CARLYLE GROUP | 86-3005199 | — | NONE | $95K | — |
| PROLOGIS TARGETED US LOGISTICS LP | 26-4402308 | — | NONE | $89K | — |
| HPS SPECIALTY LOAN INTER'L FUND VI | 98-1680024 | — | NONE | $71K | — |
| GRANT THORTON | 36-6055558 | — | NONE | $54K | — |
| SILVERSMITH MANAGEMENT LP | 47-3309230 | — | NONE | $42K | — |
| FOUNDATION CAPITAL X LP | 87-1064035 | — | NONE | $40K | — |
| CRAFT VENTURE MANAGEMENT | 82-2940286 | — | NONE | $36K | — |
| ASIA ALTERNATIVES MANAGEMENT LLC | 22-4391329 | — | NONE | $34K | — |
| STEPSTONE VC GLOBAL PARTNERS XI LP | 98-1681814 | — | NONE | $33K | — |
| STEPSTONE VC SECOND FUND VI LP | 98-1739258 | — | NONE | $18K | — |
