Pension Plan For Employees Of American Water Works Company, Inc. & Its Designated Subsidiaries
Sponsored by American Water Works Co., Inc. · EIN 510063696 · Plan #001
- Total assets
- $712M
- Net assets
- $712M
- Active participants
- 1,362
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Tcw Asset Management Company Llc CRD 105742 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Trust Company | Trustee (institutional), Other services, Distribution (12b-1) fees | $1,020,566 |
| Heitman/Jmb Advisory Corporation | Investment management | $557,555 |
| Willis Towers Watson | Actuarial | $374,286 |
| Tcw Asset Management | Investment management | $245,367 |
| Mercer | Actuarial | $230,670 |
| Income Research & Management | Investment management | $153,546 |
| Eagle Asset Management | Soft dollars commissions, Investment management | $138,426 |
| Lsv Asset Management | Investment management | $132,910 |
| Fidelity Institutional Asset | Investment advisory (plan) | $111,003 |
| Kreischer Miller | Accounting | $110,981 |
| Ubs Global Asset Management | Investment advisory (plan) | $107,297 |
| Pugh Capital | Investment advisory (plan), Investment management | $58,869 |
| John Hancock Life Insurance Co | Custodial (securities), Insurance agents and brokers | $52,889 |
| Morgan Lewis & Bockius Llp | Legal | $46,984 |
| Franklin Templeton | Investment management | $18,056 |