Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Ameriprise Finl Inc Common stock in their Schedule of Assets, totaling $13.9M 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 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $7.5M |
| 2 | BAY AREA PAINTERS & TAPERS PENSION TRUST BAY AREA PAINTERS & TAPERS PENSION TRUST | DUBLIN CA | 3,428 | $700.0M | $1.6M |
| 3 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS MASTER TRUST |
SUSSEX WI |
| — |
| $2.1B |
| $1.6M |
| 4 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS DIVERSIFIED PLAN | SUSSEX WI | 8,513 | $2.1B | $1.6M |
| 5 | JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN | LANSING MI | 381 | $121.5M | $587K |
| 6 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $405K |
| 7 | MICHIGAN BAC PENSION FUND MICHIGAN BAC PENSION FUND | TROY MI | 1,097 | $195.0M | $180K |
| 8 | BOARD OF TRUSTEES, FLINT AREA SHEET METAL WORKERS LOCAL 7 ZONE 4 FLINT AREA SHEET METAL WORKERS LOCAL 7-4 PENSION FUND | TROY MI | 203 | $61.8M | $151K |
| 9 | BEIERSDORF, INC. BEIERSDORF, INC. CASH BALANCE RETIREMENT PLAN | STAMFORD CT | 463 | $50.6M | $114K |
| 10 | AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATION AFSPA BENEFITS PLAN | WASHINGTON DC | 5,574 | $25.8M | $75K |
