Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Ameriprise Financial, Inc. Common Stock in their Schedule of Assets, totaling $15.8M 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 | WESTROCK COMPANY WESTROCK COMPANY 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 31,545 | $5.0B | $6.3M |
| 2 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST | ATLANTA GA | — | $4.8B | $6.3M |
| 3 | BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND |
HARMONY PA |
| 1,652 |
| $479.3M |
| $1.0M |
| 4 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS TX | 1,717 | $580.5M | $564K |
| 5 | HAWAII LABORERS' PENSION TRUST FUND HAWAII LABORERS' PENSION TRUST FUND | HONOLULU HI | 2,457 | $426.2M | $492K |
| 6 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA OK | 237 | $101.4M | $354K |
| 7 | NORTH STAR MUTUAL INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES OF NORTH STAR MUTUAL INSURANCE COMPANY | COTTONWOOD MN | 260 | $64.7M | $253K |
| 8 | FIRSTENERGY CORP FIRSTENERGY CORP WELFARE PLAN | AKRON OH | 12,332 | $575.6M | $237K |
| 9 | TEAMSTERS INDUSTRIAL EMPLOYEES PENSION FUND TEAMSTERS INDUSTRIAL EMPLOYEES PENSION FUND | ELMWOOD PARK NJ | 477 | $74.5M | $89K |
| 10 | MACK ENERGY CORPORATION MACK ENERGY CORPORATION DEFINED BENEFIT RETIREMENT PLAN | ARTESIA NM | 93 | $50.6M | $76K |
