Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Costco Wholesale Corp Stock in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOCAL 1102 HEALTH & BENEFIT FUND LOCAL 1102 HEALTH AND BENEFIT FUND | WOODBURY NY | 2,753 | $173.7M | $1.1M |
| 2 | LOCAL 1102 RETIREMENT TRUST LOCAL 1102 RETIREMENT TRUST | WOODBURY NY | 91 | $41.9M | $802K |
| 3 | TRUSTEES LOCAL 338 RETIREMENT FUND LOCAL 338 RETIREMENT FUND |
MINEOLA NY |
| 1,749 |
| $607.0M |
| $668K |
| 4 | BD TRUSTEES RET AND PENSION PLAN FOR OFFICERS AND RETIREMENT AND PENSION PLAN FOR OFFICERS & EMPLOYEES OF THE NYCDCC AND RELATED ORGANIZATIONS | NEW YORK NY | 43 | $110.0M | $367K |
| 5 | PLUMBERS LOCAL UNION NO. 1 WELFARE FUND PLUMBERS LOCAL UNION NO 1 - WELFARE FUND | LONG ISLAND CITY NY | 2,647 | $350.6M | $237K |
| 6 | BOARD OF TRUSTEES OF LOCAL 1931 PENSION FUND LOCAL 1931 PENSION FUND | VALLEY STREAM NY | 173 | $29.4M | $131K |
| 7 | LOCAL 22 HEALTH FUND LOCAL 22 HEALTH FUND | VALLEY STREAM NY | 2,172 | $26.5M | $84K |
