Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Amazon. Inc. in their Schedule of Assets, totaling $7.6M 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 | KALEIDA HEALTH CORPORATE BENEFITS KALEIDA HEALTH PENSION GROWTH PLAN | BUFFALO NY | 5,918 | $851.8M | $2.6M |
| 2 | BOARD OF TRUSTEES, UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152 RETAIL MEAT PENSION PLAN | MOUNT LAUREL NJ | 1,525 | $521.2M | $2.3M |
| 3 | IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN |
HARRIMAN NY |
| 1,155 |
| $161.2M |
| $761K |
| 4 | PLUMBERS & PIPEFITTERS LOCAL 152 PENSION TRUST FUND PLUMBERS & PIPEFITTERS LOCAL 152 PENSION TR FUND | ONA WV | 227 | $81.9M | $539K |
| 5 | SEAL AND DESIGN, INC. SEAL & DESIGN, INC. 401(K) PROFIT SHARING PLAN | CLARENCE NY | 201 | $25.8M | $450K |
| 6 | PEOPLES SECURITY BANK & TRUST COMPANY PENN SECURITY BANK AND TRUST COMPANY EMPLOYEES' PENSION PLAN | DUNMORE PA | 34 | $18.5M | $287K |
| 7 | F. GAVINA & SONS, INC. F. GAVINA & SONS, INC. 401(K) PROFIT SHARING PLAN | VERNON CA | 265 | $40.3M | $208K |
| 8 | I.B.E.W. LOCAL 81 DEFINED BENEFIT PENSION PLAN JOINT BOARD OF TRUSTEES I.B.E.W. LOCAL 81 DEFINED BENEFIT PENSION PLAN | SCRANTON PA | 371 | $22.6M | $205K |
| 9 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $91K |
| 10 | QUADIENT INC. QUADIENT INC. 401(K) PLAN | MILFORD CT | 1,573 | $282.5M | $59K |
