Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Costco Wholesale Corp. Common stock in their Schedule of Assets, totaling $85.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PFIZER INC PFIZER SAVINGS PLAN | NEW YORK NY | 29,469 | $22.0B | $53.5M |
| 2 | NORDSTROM, INC. NORDSTROM 401K PLAN | SEATTLE WA | 58,257 | $4.3B | $5.7M |
| 3 | KEYSIGHT TECHNOLOGIES, INC. KEYSIGHT TECHNOLOGIES, INC. 401(K) PLAN | SANTA ROSA CA |
| 4,916 |
| $2.6B |
| $5.7M |
| 4 | AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC. 401(K) PLAN | SANTA CLARA CA | 5,787 | $2.4B | $4.6M |
| 5 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN | DALLAS TX | 1,717 | $580.5M | $3.1M |
| 6 | BAXTER INTERNATIONAL INC. BAXTER INTERNATIONAL INC. AND SUBSIDIARIES PENSION MASTER TRUST | DEERFIELD IL | — | $1.5B | $2.9M |
| 7 | FIRSTENERGY CORP FIRSTENERGY CORP WELFARE PLAN | AKRON OH | 12,332 | $575.6M | $2.0M |
| 8 | DAIMLER TRUCK N.A. MASTER RETIREMENT TRUST DAIMLER TRUCK N.A. LLC MASTER RETIREMENT TRUST | PORTLAND OR | — | $1.6B | $1.6M |
| 9 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $1.2M |
| 10 | NWL, INC. NWL, INC. 401(K) RETIREMENT PLAN | BORDENTOWN NJ | 224 | $32.9M | $1.0M |
