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American Express Company
The American Express Retirement Plan was established in 1985 as a noncontributory defined-benefit plan. Stephen J. Squeri has served as Chairman and CEO of the...
American Express Company
The American Express Retirement Plan was established in 1985 as a noncontributory defined-benefit plan. Stephen J. Squeri has served as Chairman and CEO of the sponsor company since 2018. The plan maintains a 0.1 percent allocation to private equity. Confirmed positions include limited partner commitments through Amex Ventures to Stripe, Plaid and Bilt Rewards. Geographic exposure centers on the United States with additional activity in global payments and financial services markets. The plan also holds direct ownership of the American Express Tower at 200 Vesey Street and maintains a ground lease dating to 1983. Total plan assets stand at $1,003 million. The firm operates from its New York headquarters and maintains regional facilities in Phoenix and Sunrise. Stephen Squeri participates in the Business Roundtable and serves as Chairman of the Board of Trustees at Manhattan University. No dated operational events specific to the plan were recorded in the last 24 months. The plan operates under corporate sponsorship with investment decisions integrated into American Express treasury functions rather than through a standalone family office or external manager mandate.
General information
Firm type
Pension Fund
Year founded
1985
Location
Region
North America
Country
United States
City
New York
Corporate office
200 Vesey Street 01-35-03, New York, NY 10285-3106, United States
Principals
Stephen J. Squeri
Chairman & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at the American Express Retirement Plan?
Stephen J. Squeri serves as Chairman and CEO of the sponsor company. Plan investments are executed through corporate channels with a documented 0.1 percent allocation to private equity.
Does the plan participate in fund commitments or only direct deals?
The plan holds limited partner positions through Amex Ventures in Stripe, Plaid and Bilt Rewards. It also maintains direct real estate ownership including the headquarters tower.
What asset classes receive allocation from the plan?
Private equity receives a current allocation of 0.1 percent. Additional holdings include direct real estate and venture positions via Amex Ventures.
Where does the plan maintain its primary real estate exposure?
The plan holds the ground lease for American Express Tower at 200 Vesey Street since 1983 and lists additional facilities in Phoenix and Sunrise.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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