RITA PANG signed American Express Company and Its Participating Subsidiaries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Express Company and Its Participating Subsidiaries' EIN is 13-4922250.
Download the official 2024 Form 5500 (PDF) for American Express Company and Its Participating Subsidiaries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
American Express Company and Its Participating Subsidiaries' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
| — |
| SERVICE PROVIDER |
| $2.0M |
| — |
| VANGUARD FIDUCIARY TRUST CO. | 23-3080210 | — | SERVICE PROVIDER | $110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY INVESTMENT MGMT | 13-3040307 | — | SERVICE PROVIDER | $1.9M | — |
| WILLIAM BLAIR | 47-2614791 | — | SERVICE PROVIDER | $1.2M | — |
| WELLINGTON MANAGEMENT CO LLC | 04-2683227 | — | SERVICE PROVIDER | $853K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | SERVICE PROVIDER | $591K | — |
| FIDELITY INST. ASSET MGMT. TR. CO. | 20-2159373 | — | SERVICE PROVIDER | $247K | — |
| TIMES SQUARE CAPITAL MANAGEMENT | 20-1665304 | — | SERVICE PROVIDER | $125K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | SERVICE PROVIDER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LONDON COMPANY | 90-0824693 | — | SERVICE PROVIDER | $1.7M | — |
| ATLANTA CAPITAL HIGH QUALITY FOC | 58-2236910 | — | SERVICE PROVIDER | $1.2M | — |
| BRANDYWINE GLOBAL INV MGMT LLC | 51-0294065 | — | SERVICE PROVIDER | $1.0M | — |
| WESTWOOD MANAGEMENT CORP | 13-3160186 | — | SERVICE PROVIDER | $1.0M | — |
| AMERIPRISE TRUST CO. | 41-0007957 | — | SERVICE PROVIDER | $460K | — |
| LOOMIS SAYLES & CO. LLP | 04-3200030 | — | SERVICE PROVIDER | $348K | — |
| NEPC LLC | 04-2927339 | — | SERVICE PROVIDER | $296K | — |
| AMERICAN EXPRESS COMPANY | 13-4922250 | — | PLAN SPONSOR | $208K | — |
| IR&M CORE FIXED INCOME PORTFOLIO | 04-2955404 | — | SERVICE PROVIDER | $163K | — |
| GARCIA HAMILTON CORE FIXED INCOME | 76-0589652 | — | SERVICE PROVIDER | $144K | — |
| DIANA SALESKY | — | KNOXVILLE, TN | SERVICE PROVIDER | $66K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD EMPLOYEE BENEFIT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-3080210 / PN 001 | Common Collective Trust | — | $1.8M | $1.3B | 14.8% | |
| AMERICAN EXPRESS CO | Common Stocks | — | $3.9M | $1.2B | 12.9% | |
| FIDELITY BLUE CHIP GROWTH COMM FIDELITY MANAGEMENT TRUST CO. · EIN 04-3022712 / PN 142 | Common Collective Trust | — | $12.8M | $639.6M | 7.1% | |
| EXTENDED MARKET INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $439.4M | 4.8% | |
| AMEX R/VANGUARD FIDUCIARY EXT MKT | Mutual Funds | — | $2.6M | $439.4M | 4.8% | |
| CAPITAL GROUP EUROPACIFIC GR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | $33.3M | $431.6M | 4.8% | |
| MORGAN STANLEY INV MGT INTL EQ T II MORGAN STANLEY INVESTMENT MANAGEMENT · EIN 04-6956300 / PN 001 | Common Collective Trust | — | $8.3M | $371.2M | 4.1% | |
| US TREASURY SEC STRIPPED 2/15/2031 475 358 Total U.S. Government and Agency Obligations | U.S. Treasuries | — | — | $311.2M | 3.4% | |
| COLUMBIA TRUST GOV MONEY MKT FUND AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 015 | Common Collective Trust | — | — | $172.1M | 1.9% | |
| ALLSPRING DISCOVERY SMID CAP GROWTH ALLSPRING GLOBAL INVESTMENTS, LLC · EIN 45-7019649 / PN 001 | Common Collective Trust | — | $9.4M | $143.6M | 1.6% | |
| AMEX R/VANGUARD FIDUCIARY INTL STK | Mutual Funds | — | $1.1M | $142.7M | 1.6% | |
| TOTAL INTERNATIONAL STOCK MKT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $142.7M | 1.6% | |
| s * COLUMBIA TR GOVT MM FUND | Common Collective Trusts | — | $142.7M | $142.7M | 1.6% | |
| FIAM GRP TR CORE PLUS COMM POOL FIDELITY INST. ASSET MGMT. · EIN 20-4659714 / PN 052 | Common Collective Trust | — | $5.2M | $131.3M | 1.4% | |
| FIAM GROUP TR FOR EMPLOYEE BENEFIT | Common Stocks | — | $5.5M | $131.3M | 1.4% | |
| LOOMIS SAYLES CORE PLUS FULL TRUST LOOMIS SAYLES CORE PLUS FULL TRUST · EIN 84-6391546 / PN 818 | Common Collective Trust | — | — | $130.9M | 1.4% | |
| BR MSCI EAFE SMALL CAP EQ IND FD F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 27-2500178 / PN 001 | Common Collective Trust | — | — | $107.1M | 1.2% | |
| BLACKROCK INSTL TR CO N A INVT FDS | Common Stocks | — | $3.6M | $107.1M | 1.2% | |
| AMEX R/VANGUARD FIDUCIARY TOT BD 892 | Mutual Funds | — | — | $96.4M | 1.1% | |
| TOTAL BOND MARKET INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $96.4M | 1.1% | |
| TREASURY NOTE 2.875% 4/30/2029 | U.S. Treasuries | — | $100.2M | $94.4M | 1.0% | |
| NEUBERGER BERMAN EMERGING MKTS EQ T NEUBERGER BERMAN TR CO NA · EIN 27-2510082 / PN 005 | Common Collective Trust | — | $6.3M | $86.0M | 0.9% | |
| Loan to Participants Through * Various Loans (cost $0) 3.250% - 9.500% 2/23/2052 | Bonds / Notes | — | — | $73.9M | 0.8% | |
| DFA EMERGING MARKETS VALUE FUND | Mutual Funds | — | $2.5M | $73.8M | 0.8% | |
| UMBS 15YR TBA(REG B) 3.000% 1/16/2040 | Bonds / Notes | — | $60.1M | $55.9M | 0.6% | |
| BLACKROCK INSTL TR CO N A INVT FDS | Common Stocks | — | $4.1M | $49.0M | 0.5% | |
| BR INSTL/US TREAS INFLATION BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-4544033 / PN 001 | Common Collective Trust | — | — | $49.0M | 0.5% | |
| Money Market Funds ALLSPRING TREASURY PLUS | Cash / Money Market | — | $45.2M | $45.2M | 0.5% | |
| Self-Directed Brokerage Accounts CASH EQUIVALENTS | Self-Directed Brokerage | — | — | $45.1M | 0.5% | |
| MICROSOFT CORP 106 | Common Stocks | — | — | $44.8M | 0.5% | |
| UMBS 15YR TBA(REG B) 3.500% 1/16/2040 | Bonds / Notes | — | $42.8M | $40.4M | 0.4% | |
| VISA INC-CLASS A SHRS 118 | Common Stocks | — | — | $37.1M | 0.4% | |
| Total Adjustments | Other securities | — | — | $36.6M | 0.4% | |
| APPLE INC 131 | Common Stocks | — | — | $32.7M | 0.4% | |
| BERKSHIRE HATHAWAY INC. 71 | Common Stocks | — | — | $31.9M | 0.4% | |
| FNMA 0.875% 8/5/2030 | Agency / Mortgage-Backed | — | $38.5M | $31.8M | 0.4% | |
| ALPHABET INC CL C 166 | Common Stocks | — | — | $31.6M | 0.3% | |
| COLUMBIA TRUST GOV MONEY MKT FUND | Cash / Money Market | — | $29.4M | $29.4M | 0.3% | |
| BLACKROCK INC 26 | Common Stocks | — | — | $26.5M | 0.3% | |
| AIR PRODS & CHEMS INC COM 88 | Common Stocks | — | — | $25.5M | 0.3% | |
| PHILIP MORRIS INTERNATIONAL IN 202 | Other securities | — | — | $24.3M | 0.3% | |
| PROGRESSIVE CORP OHIO 97 | Common Stocks | — | — | $23.3M | 0.3% | |
| MASTERCARD INC 44 | Common Stocks | — | — | $23.1M | 0.3% | |
| CITIGROUP INC. 326 | Common Stocks | — | — | $22.9M | 0.3% | |
| TEXAS INSTRUMENTS INC 121 | Common Stocks | — | — | $22.8M | 0.3% | |
| JOHNSON & JOHNSON 154 | Other securities | — | — | $22.3M | 0.2% | |
| THERMO FISHER SCIENTIFIC INC 42 | Common Stocks | — | — | $22.1M | 0.2% | |
| DANAHER CORP 95 | Common Stocks | — | — | $21.7M | 0.2% | |
| LOWES COS INC 86 | Common Stocks | — | — | $21.2M | 0.2% | |
| NORFOLK SOUTHERN CORP 86 | Common Stocks | — | — | $20.1M | 0.2% |
