Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Ameriprise Financial in their Schedule of Assets, totaling $350K 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 | BAC LOCAL NO. 1 WASHINGTON PENSION TRUST BAC LOCAL NO. 1 WASHINGTON PENSION TRUST | SEATTLE WA | 737 | $162.9M | $234K |
| 2 | TRUSTEES OF PLUMBERS & STEAMFITTER PENSION TRUST FUND PLUMBERS & STEAMFITTERS LOCAL 248- PENSION TRUST PLAN | LEXINGTON KY | 344 | $83.9M | $116K |
