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Pension Fund

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American Electric Power Company Retirement Plan

The plan was established to provide retirement benefits to employees of American Electric Power Company, Inc. The corporate sponsor maintains the plan as a...

Overview

The plan was established to provide retirement benefits to employees of American Electric Power Company, Inc. The corporate sponsor maintains the plan as a defined-benefit vehicle. Confirmed holdings include Energize Capital, EQT and Almanac Realty Investors. Public positions feature AEP common stock alongside Fidelity funds. The geographic scope centers on the United States with additional exposure through global managers. State Street Bank & Trust Company and Fidelity Management Trust Company serve as investment advisors. The American Electric Power Foundation operates separately with a focus on education and community programs. The plan functions as a standard corporate defined-benefit vehicle without disclosed direct-deal or co-investment programs.

General information

Firm type

Pension Fund

Year founded

1906

Location

Region

North America

Country

United States

City

Columbus

Frequently asked questions

What asset classes appear in the plan's holdings?

Holdings include public equities, mutual funds, private equity funds and real estate vehicles.

Does the plan maintain external investment advisors?

State Street Bank & Trust Company and Fidelity Management Trust Company act as advisors.

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