Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Costco Wholesale Corporation Common Stock in their Schedule of Assets, totaling $1.2M 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 | VEBA COMMITTEE, ATI-USW VEBA TRUST ATI-USW FLAT ROLLED PRODUCTS RETIREE HEALTH CARE PLAN | PITTSBURGH PA | 0 | $79.0M | $504K |
| 2 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $316K |
| 3 | VEBA COMMITTEE, ATI-USW VEBA TRUST ATI-USW SAC-MILLERSBURG RETIREE HEALTH CARE PLAN |
PITTSBURGH PA |
| 0 |
| $31.8M |
| $229K |
| 4 | COMMITTEE USW/YOKOHAMA TIRE USW/YOKOHAMA TIRE RETIREES HEALTH CARE PLAN | PITTSBURGH PA | 0 | $18.5M | $115K |
| 5 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC MSR/RAMS RETIREMENT PLAN | BAYSIDE NY | 349 | $77.4M | $55K |
| 6 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BRENHAM TX | 3,921 | $40.7M | $13K |
