Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Aaon Inc. Common Stock in their Schedule of Assets, totaling $313.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AAON, INC. AAON, INC. SAVINGS AND INVESTMENT PLAN | TULSA OK | 4,648 | $448.8M | $301.6M |
| 2 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B | $6.8M |
| 3 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH |
| 212,976 |
| $41.0B |
| $2.0M |
| 4 | QUAD/GRAPHICS, INC. QUAD/GRAPHICS MASTER TRUST | SUSSEX WI | — | $2.1B | $794K |
| 5 | BMW OF NORTH AMERICA, LLC BMW SAVINGS PLAN | WOODCLIFF LAKE NJ | 12,867 | $2.3B | $533K |
| 6 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS TX | 1,717 | $580.5M | $420K |
| 7 | COFFMAN ENGINEERS, INC. COFFMAN ENGINEERS, INC. SALARY DEFERRAL PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 844 | $207.1M | $324K |
| 8 | BOARD OF TRUSTEES I.U.O.E. LOCAL 14-14B PENSION FUND INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B PENSION FD | FLUSHING NY | 826 | $328.2M | $315K |
| 9 | LOCAL UNION 903 PENSION PLAN LOCAL UNION 903 PENSION PLAN | MOBILE AL | 371 | $72.8M | $84K |
| 10 | EXACTO SPRING CORP. EXACTO SPRING CORP. EMPLOYEES' PROFIT SHARING PLAN | GRAFTON WI | 142 | $25.0M | $41K |
