Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Amazon.com Inc. shares in their Schedule of Assets, totaling $53.2M 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 | NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH FL | 15,485 | $5.3B | $51.9M |
| 2 | THE ACTORS' FUND OF AMERICA DBA ENTERTAINMENT COMMUNITY FUND THE ACTORS' FUND OF AMERICA PENSION PLAN | NEW YORK NY | 39 | $14.8M | $358K |
| 3 | MCCONNELL VALDES LLC MCV RETIREMENT PLAN |
SAN JUAN PR |
| 149 |
| $80.8M |
| $317K |
| 4 | MINN-DAK FARMERS COOPERATIVE MINN-DAK FARMERS COOPERATIVE PENSION PLAN | WAHPETON ND | 263 | $40.5M | $251K |
| 5 | PHIPPS HOUSES PENSION PLAN FOR EMPLOYEES OF PHIPPS HOUSES AND AFFILIATES | NEW YORK NY | 90 | $53.2M | $126K |
| 6 | ESPOSITO NURSERY, INC. ESPOSITO NURSERY, INC. PROFIT SHARING PLAN AND TRUST | TALLAHASSEE FL | 91 | $1.3M | $118K |
| 7 | MT OPERATING ENG CONST & MINING IND HEALTH & SECURITY & VACATION TRUST MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEALTH & SECURITY TRUST FUND | SPOKANE WA | 783 | $14.4M | $64K |
