Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 245 U.S. retirement plans report holding American Express Co. in their Schedule of Assets, totaling $301.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $52.8M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $48.2M |
| 3 | RTX CORPORATION RTX MASTER RETIREMENT TRUST |
FARMINGTON CT |
| — |
| $42.1B |
| $26.3M |
| 4 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY NJ | — | $1.7B | $17.5M |
| 5 | MCMASTER-CARR SUPPLY COMPANY MCMASTER-CARR SUPPLY COMPANY PROFIT SHARING TRUST | ELMHURST IL | 4,333 | $3.0B | $12.3M |
| 6 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $10.7M |
| 7 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $7.3M |
| 8 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $6.5M |
| 9 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $6.1M |
| 10 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $5.7M |
