Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Express Co Corporate Bond in their Schedule of Assets, totaling $966K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHARTER CONSTRUCTION, INC. CHARTER CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SEATTLE WA | 211 | $14.2M | $633K |
| 2 | A.M. CASTLE & CO. PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. | OAK BROOK IL | 126 | $99.5M | $201K |
| 3 | ERICKSON-HALL HOLDING CO. ERICKSON-HALL HOLDING CO. ESOP |
ESCONDIDO CA |
| 218 |
| $102.4M |
| $107K |
| 4 | ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC CASH BALANCE PLAN | GREEN BAY WI | 156 | $3.2M | $25K |