Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Ameriprise Finl, Inc. in their Schedule of Assets, totaling $4.6M 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 | BOARD OF TRUSTEES, LABORERS PENSION TRUST FUND FOR NORTHERN NEVADA LABORERS PENSION TRUST FUND FOR NORTHERN NEVADA | RENO NV | 1,388 | $206.7M | $1.1M |
| 2 | FEDERATED MUTUAL INSURANCE COMPANY FEDERATED MUTUAL RETIREMENT PLAN | OWATONNA MN | 2,699 | $788.7M | $922K |
| 3 | ROBERTS OXYGEN COMPANY, INC. |
ROCKVILLE MD |
| 516 |
| $201.1M |
| $536K |
| 4 | BOT - OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST PENSION PLAN OF THE OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST | PORTLAND OR | 1,578 | $528.6M | $397K |
| 5 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $315K |
| 6 | ONE GAS, INC. ONE GAS, INC. RETIREMENT PLAN | TULSA OK | 599 | $726.1M | $299K |
| 7 | PLUMBERS AND STEAMFITTERS LOCAL NO. 7 WELFARE FUND UNITED ASSOCIATION LOCAL NO. 7 WELFARE FUND | LATHAM NY | 858 | $99.1M | $218K |
| 8 | TRUSTEES OF THE CEMENT MASONS UNION LOCAL 592 PENSION PLAN CEMENT MASONS UNION LOCAL 592 PENSION PLAN | PHILADELPHIA PA | 395 | $138.8M | $188K |
| 9 | BOARD OF TRUSTEES, CEMENT MASONS ANNUITY TRUST FUND OF NORTHERN NEVADA CEMENT MASONS ANNUITY TRUST FUND FOR NORTHERN NEVA | RENO NV | 141 | $31.5M | $147K |
| 10 | BOARD OF TRUSTEES, B.A.C. LOCAL 3 PENSION TRUST FUND B.A.C. LOCAL NO. 3 DEFINED CONTRIBUTION PENSION PLAN | PLEASANTON CA | 702 | $125.5M | $102K |
