Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 124 U.S. retirement plans report holding Ameriprise Financial, Inc. in their Schedule of Assets, totaling $89.9M 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 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $26.7M |
| 2 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $23.9M |
| 3 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN |
FARMINGTON CT |
| 33,534 |
| $41.6B |
| $6.0M |
| 4 | GREATER PENNSYLVANIA CARPENTERS' PENSION FUND GREATER PENNSYLVANIA CARPENTERS' PENSION FUND | PITTSBURGH PA | 8,933 | $1.7B | $2.5M |
| 5 | THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS MN | 4,607 | $1.3B | $2.4M |
| 6 | HALLMARK CARDS, INC. BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY MO | 5,013 | $2.0B | $2.2M |
| 7 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST MID CAP BLEND | KANSAS CITY MO | — | $178.6M | $2.0M |
| 8 | BOARD OF TRUSTEES, FELRA & UFCW PENSION FELRA & UFCW PENSION PLAN | SPARKS MD | 0 | $1.4B | $1.8M |
| 9 | NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN | NEWTOWN SQUARE PA | 26,202 | $3.4B | $1.7M |
| 10 | BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLAN AUTOMOTIVE INDUSTRIES PENSION PLAN | DUBLIN CA | 2,999 | $2.1B | $1.6M |
