Ameren Retirement Plan
Sponsored by Ameren Corporation · EIN 431723446 · Plan #005 · St. Louis, MO
- Total assets
- $4.8B
- Net assets
- $4.4B
- Active participants
- 9,113
- 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 |
|---|---|---|
| Pzena Investment Management Llc CRD 106847 | deterministic · 100% | 2024 |
| Causeway Capital Management Llc CRD 113308 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | deterministic · 100% | 2024 |
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 98% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 95% | 2024 |
| Mellon Investments Corporation CRD 105764 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial, Consulting (pension) | $1,657,888 |
| Jennison Assoc Capital Corp | Investment management, Investment management fees (direct) | $1,275,429 |
| Pzena Investment Management | Investment management, Investment management fees (direct) | $1,272,011 |
| Causeway Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $1,192,632 |
| Nisa Investment Advisors | Investment management, Investment management fees (direct) | $1,123,527 |
| Boston Partners | Investment management, Investment management fees (direct), Soft dollars commissions | $846,655 |
| Legal And General | Investment management, Investment management fees (direct) | $705,668 |
| The Bank Of New York Mellon | Custodial (other), Custodial (securities), Trustee (directed) | $696,069 |
| Jp Morgan Investment Management | Investment advisory (plan), Investment management, Investment management fees (direct) | $502,998 |
| Towers Watson Investment Services | Investment management | $476,225 |
| Harrison Street | Investment management, Investment management fees (direct) | $473,538 |
| William Blair Investment Management | Investment management, Investment management fees (direct), Soft dollars commissions | $448,430 |
| Westfield Capital Management | Investment management, Investment management fees (direct) | $446,954 |
| Jacobs Levy | Investment management, Investment management fees (direct) | $418,400 |
| Segall Bryant And Hamill | Investment management, Investment management fees (direct) | $415,259 |
| Prudential Insurance Company Of Ame | Investment management, Investment management fees (direct) | $380,827 |
| Rreef America Reit Ii | Investment management, Direct payment from the plan | $341,616 |
| Crowe Llp | Accounting, Direct payment from the plan | $92,678 |
| Ernst & Young | Consulting (general) | $65,000 |
| Mellon Investments | Investment management, Investment management fees (direct), Float revenue | $29,095 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $23,612 |
| The Northern Trust Company | Investment management, Investment management fees (direct), Float revenue | $16,314 |
| Aon Consulting | Consulting (general) | $7,500 |
| Upfsg | Other fees | $6,600 |