Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AMAZON COM INC COM CUSIP: 023135106 in their Schedule of Assets, totaling $79.1M 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 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $40.1M |
| 2 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $32.6M |
| 3 | CSX CORPORATION CSX CORPORATION MASTER PENSION TRUST | JACKSONVILLE FL | — | $2.4B | $3.7M |
| 4 | ALIGHT SOLUTIONS LLC ALIGHT SOLUTIONS LLC 401(K) PLAN (FKA HEWITT ASSOCIATES LLC 401K PLAN) | CHICAGO IL | 7,865 | $2.5B | $2.6M |
| 5 | UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST | WEEHAWKEN NJ | 139 | $57.3M | $147K |
