Judge Rules American Broke Federal Law With ESG Investments

The carrier illegally allowed BlackRock to focus 401(k) plan investments on environmental, social, and corporate governance criteria.

American 737 aircraft
An American 737-800 aircraft in Charlotte (Photo: AirlineGeeks | William Derrickson)
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Key Takeaways:

A U.S. district judge for the northern district of Texas has ruled that American Airlines violated federal law by investing its employee 401(k) plans with a focus on social activism rather than the financial benefit of its workers.

According to a Reuters report, Judge Reed O’Connor said Friday that the carrier breached its legal duty to make investment decisions based only on the financial interests of beneficiaries when it allowed its asset manager, BlackRock, to focus on environmental, social, and corporate governance (ESG) criteria.

American pilot Bryan Spence reportedly sued the carrier in 2023 over the ESG investments in a class action involving over 100,000 participants in the retirement plan. O’Connor said Friday that the carrier had breached its duty of loyalty to retirement plan participants, Reuters reported.

It is currently unclear if American will be penalized due to this ruling. According to a report by the Financial Times, O’Connor deferred judgment on whether plan participants suffered any losses.

AirlineGeeks.com Staff

AirlineGeeks.com was founded in February 2013 as a one-person blog in Washington D.C. Since then, we’ve grown to have 25+ active team members scattered across the globe. We are all here for the same reason: we love deep-diving into the fascinating realm of the airline industry.
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