Ameriprise Financial Retirement Plan
Corporate pension, based in Minneapolis, Minnesota, reporting $922M in assets, for 9,405 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Ameriprise Financial Retirement Plan first reports an interest in MFS International Equity Fund: $46M at 2025-09-30.
7 more managers, 39 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Columbia Trust Focused Lg Cap Value3 commitments
- Columbia Trust US High Yld Bond Fd3 commitments
- Columbia Trust Emerg Market Oppr Fd3 commitments
- Ameriprise Trust Company13 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Artisan Partners3 commitments
Relationship network
53 connected entities42 observed commitments23 repeat counterparties28 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Other investments 2.5%
- Partnership/joint venture interests 4.9%
- Common/collective trusts 83.0%
- Registered investment companies 3.1%
- Common stock 4.2%
Consultants and advisers
- Towers Watson Investment Services, Investment adviser (plan)through Sep 30, 2023 Form 5500
- Willis Towers Watson US LLC Actuarythrough Sep 30, 2023 Form 5500
- Principal Trust Co. Custodianthrough Sep 30, 2023 Form 5500
People
Manager roster
- Ameriprise Trust Company13 rows, latest Sep 30, 2025
- Blackrock Institutional Trust Company, N.A.6 rows, latest Sep 30, 2025
- Artisan Partners3 rows, latest Sep 30, 2025
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mfsplan years
- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Sep 30, 2025Holding startedAmeriprise Financial Retirement Plan first reports an interest in MFS International Equity Fund: $46M at 2025-09-30with MFS International Equity Fundaskebsa.dol.gov
- Sep 30, 2025Holding startedAmeriprise Financial Retirement Plan first reports an interest in Kennedy Cap Mgmt Collective Invt Tr (Kennedy Capital Management): $37M at 2025-09-30with Kennedy Capital Managementaskebsa.dol.gov
- Oct 1, 2024Assets changedAmeriprise Financial Retirement Plan plan assets $743M -> $881M (+18.6%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding endedinferenceAmeriprise Financial Retirement Plan no longer reports Columbia Trust Core Bond Fund (last held $32M at 2023-09-30; absent from the 2024-09-30 filing)with Columbia Trust Core Bond Fundaskebsa.dol.gov
- Sep 30, 2024Holding startedAmeriprise Financial Retirement Plan first reports an interest in Intermediate Govt Bond Index Nl Fd: $41M at 2024-09-30with Intermediate Govt Bond Index Nl Fdaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Intermediate Govt Bond Index Nl Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $65.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Blackrock US 20pl Yr Bd Idx Nl Fdcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $133M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Columbia Trust Focused Lg Cap Valuecollective trust | Ameriprise Trust Company | Pooled vehicles | $45.7M held | Disclosed holding | askebsa.dol.gov |
+39 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 9,405 | $881M | $786M | 100.8% | $922M | $44.9M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 10,025 | $743M | $770M | 100.0% | $881M | $26.3M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 10,508 | $659M | $725M | 100.1% | $744M | $23.0M | Not disclosed | Not disclosed |
- Alight Solutions LLC codes 15 38 50 61 64 $488,410 PY2024
- Fidelity Institutional Asset Mgmt codes 28 50 $389,341 PY2024
- Morgan Stanley Investment Mgmt codes 28 50 $326,434 PY2024
+67 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ameriprise Financial Retirement Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-09-30source on record
- Holding in a pooled vehicle started2025-09-30source on record
- Total assets changed2024-10-01source on record
+6 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+15 connections on the graph
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