Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 199 U.S. retirement plans report holding American Express Co. in their Schedule of Assets, totaling $210.6M 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 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $48.2M |
| 2 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $26.3M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY |
| — |
| $1.7B |
| $17.5M |
| 4 | MCMASTER-CARR SUPPLY COMPANY MCMASTER-CARR SUPPLY COMPANY PROFIT SHARING TRUST | ELMHURST IL | 4,333 | $3.0B | $12.3M |
| 5 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $7.3M |
| 6 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $6.5M |
| 7 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $5.7M |
| 8 | THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - US LARGE CAP EQUITY | MIDLAND MI | — | $224.2M | $5.1M |
| 9 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $5.0M |
| 10 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $5.0M |
