# American Airlines, INC. - Retirement 401(k) Plan
Source: https://planprovider.pro/companies/american-airlines-inc-retirement-131502798-020

> American Airlines, INC. - Retirement's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Airlines, INC. - Retirement

- **Sponsor EIN:** 131502798

- **Sponsor Address:** MAIL DROP 8A209, FORT WORTH, TX, 761551801

- **Plan Type:** 401(k)

- **Plan Number:** 020

- **Total Participants:** 0

- **Total Assets:** $12.5B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$12.5B|$0|$0|

| 2023|0|$12.6B|$0|$0|

| 2022|0|$12.0B|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRIDENT VII LP|Investment Advisor|$4,786,221|—|$4,786,221|

| OAK HILL PARTNERS IV|Investment Advisor|$4,680,446|—|$4,680,446|

| COURT SQUARE CAPITAL PARTNERS III|Investment Advisor|$4,427,851|—|$4,427,851|

| TRIDENT VI LP|Investment Advisor|$4,201,517|—|$4,201,517|

| HPS MEZZANINE PARTNERS II LLC|Investment Advisor|$3,848,203|—|$3,848,203|

| J. P. MORGAN|Investment Advisor|$2,133,176|—|$2,133,176|

| ALPINE INVESTORS VII|Investment Advisor|$2,131,752|—|$2,131,752|

| CARLYLE PARTNERS VIII LP|Investment Advisor|$2,100,000|—|$2,100,000|

| NB PRIVATE DEBT FUND IV|Investment Advisor|$1,772,519|—|$1,772,519|

| PIMCO|Investment Advisor|$1,565,486|—|$1,565,486|

| CALERA CAPITAL PARTNERS VI (NEW IN|Investment Advisor|$1,466,151|—|$1,466,151|

| HALIFAX CAPITAL PARTNERS IV, LP|Investment Advisor|$1,384,224|—|$1,384,224|

| NB PRIVATE DEBT FUND III|Investment Advisor|$1,381,230|—|$1,381,230|

| TRIDENT IX LP|Investment Advisor|$1,293,750|—|$1,293,750|

| METLIFE|Investment Advisor|$1,278,846|—|$1,278,846|

| BROOKFIELD INFRASTRUCTURE FD V|Investment Advisor|$1,260,000|—|$1,260,000|

| MFS INSTITUTIONAL ADVISORS, INC.|Investment Advisor|$1,238,803|—|$1,238,803|

| BROOKFIELD GLOBAL TRANSITION|Investment Advisor|$1,200,692|—|$1,200,692|

| KAYNE ANDERSON ENERGY FUND V|Investment Advisor|$1,195,276|—|$1,195,276|

| COURT SQUARE CAPITAL PARTNERS IV|Investment Advisor|$1,184,532|—|$1,184,532|

| HPS MEZZANINE PARTNERS II GP LP|Investment Advisor|$1,181,052|—|$1,181,052|

| CARLYLE PARTNERS VII, LP|Investment Advisor|$1,155,836|—|$1,155,836|

| ARCTOS SPORTS PARTNERS FUND II|Investment Advisor|$1,123,380|—|$1,123,380|

| WASSERSTEIN PARTNERS IV|Investment Advisor|$1,077,300|—|$1,077,300|

| NISA INVESTMENT ADVISORS LLC & HALO|Investment Advisor|$1,054,205|—|$1,054,205|

| GI PARTNERS VI|Investment Advisor|$984,375|—|$984,375|

| TRILANTIC CAPITAL PARTNERS VI|Investment Advisor|$969,093|—|$969,093|

| MONARCH CAPITAL PARTNERS III (NEW I|Investment Advisor|$963,851|—|$963,851|

| SUMERA EQUITY PARTNERS IV|Investment Advisor|$936,874|—|$936,874|

| GI PARTNERS V|Investment Advisor|$910,826|—|$910,826|

| BROOKFIELD INFRASTRUCTURE IV|Investment Advisor|$908,862|—|$908,862|

| SUMERA EQUITY PARTNERS III|Investment Advisor|$876,297|—|$876,297|

| ADAMS STREET CREDIT ADVISORS LP|Other Service Provider|—|$859,698|$859,698|

| RIDGEWOOD ENERGY OIL GAS FUND IV|Investment Advisor|$843,750|—|$843,750|

| TRIDENT VIII|Investment Advisor|$820,679|—|$820,679|

| APAX X|Investment Advisor|$800,426|—|$800,426|

| KAYNE SENIOR CREDIT IV|Investment Advisor|$792,870|—|$792,870|

| PZENA|Investment Advisor|$792,714|—|$792,714|

| BLACKROCK|Investment Advisor|$736,778|—|$736,778|

| CAUSEWAY CAPITAL MANAGEMENT LLC|Investment Advisor|$731,993|—|$731,993|

| UBS|Investment Advisor|$695,051|—|$695,051|

| NB SECONDARY OPP FUND IV|Investment Advisor|$685,673|—|$685,673|

| ALPINE INVESTORS VIII|Investment Advisor|$667,717|—|$667,717|

| OAK HILL PARTNERS V|Investment Advisor|$667,218|—|$667,218|

| ARCTOS SPORTS PARTNERS FUND I|Investment Advisor|$644,227|—|$644,227|

| LAZARD ASSET MANAGEMENT|Investment Advisor|$627,426|—|$627,426|

| GREYLION CAPITAL FUND III|Investment Advisor|$622,816|—|$622,816|

| THE RESOLUTE FUND V LP|Investment Advisor|$612,175|—|$612,175|

| NGP ROYALTY PARTNERS II|Investment Advisor|$598,765|—|$598,765|

| ARISTOTLE CAPITAL MANAGEMENT|Investment Advisor|$565,081|—|$565,081|

| NB SECONDARY OPP FUND V|Investment Advisor|$550,000|—|$550,000|

| KAYNE SENIOR CREDIT III|Investment Advisor|$526,962|—|$526,962|

| EAGLETREE PARTNERS V LP|Investment Advisor|$523,952|—|$523,952|

| NGP ROYALTY PARTNERS|Investment Advisor|$508,230|—|$508,230|

| ALPINE INVESTORS IX, LP|Investment Advisor|$502,488|—|$502,488|

| TRIDENT V|Investment Advisor|$493,009|—|$493,009|

| BRIDGEPOINT EUROPE IV|Investment Advisor|$479,766|—|$479,766|

| JACOBS LEVY|Investment Advisor|$475,478|—|$475,478|

| BARROW HANLEY|Investment Advisor|$472,332|—|$472,332|

| HOTCHKIS & WILEY|Investment Advisor|$451,401|—|$451,401|

| PWP GROWTH EQUITY FUND|Investment Advisor|$449,068|—|$449,068|

| BERTRAM GROWTH CAPITAL IV|Investment Advisor|$414,272|—|$414,272|

| THE RESOLUTE FUND IV LP|Investment Advisor|$393,818|—|$393,818|

| CARLYLE PARTNERS VI, LP|Investment Advisor|$355,080|—|$355,080|

| ALPINVEST CO INVESTMENT FUND VII|Investment Advisor|$343,312|—|$343,312|

| CARLYLE EUROPE PARTNERS V|Investment Advisor|$337,361|—|$337,361|

| LANDMARK REALTY ADVISORS, LLC|Other Service Provider|—|$326,337|$326,337|

| CALERA CAPITAL PARTNERS V|Investment Advisor|$242,341|—|$242,341|

| RIDGEWOOD ENERGY OIL GAS FUND III,|Investment Advisor|$224,486|—|$224,486|

| KAYNE ANDERSON ENERGY FUND VI|Investment Advisor|$182,386|—|$182,386|

| TRILANTIC CAPITAL PARTNERS V|Investment Advisor|$132,551|—|$132,551|

| PARAMETRIC|Investment Advisor|$94,149|—|$94,149|

| METALMARK CAP PARTNERS TE II|Investment Advisor|$79,590|—|$79,590|

| CARLYLE EUROPE PARTNERS II|Investment Advisor|$50,060|—|$50,060|

| THE RESOLUTE FUND III LP|Investment Advisor|$39,384|—|$39,384|

| TRIDENT IV|Investment Advisor|$33,664|—|$33,664|

| METALMARK II SECONDARY|Investment Advisor|$28,807|—|$28,807|

| KAYNE ANDERSON ENERGY FUND VII|Investment Advisor|$18,883|—|$18,883|

| KAYNE ANDERSON ENERGY FUND VIII|Investment Advisor|$17,926|—|$17,926|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [J. P. MORGAN](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

- [UBS](https://planprovider.pro/provider/ubs-financial-services-inc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $78,184,776

- **Estimated Expense Ratio:** 0.627% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$79,634,001|$77,000,209|—|—|—|

| 2023|$107,675,191|$103,252,815|—|—|—|

| 2022|$87,442,347|$85,716,112|—|—|—|

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