Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Costco Wholesale Corporation in their Schedule of Assets, totaling $60.9M 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 | BNY MELLON INVESTMENT ADVISER, INC. NCS GROUP TRUST - GLOBAL FUND | NEW YORK NY | — | $2.7B | $51.4M |
| 2 | BD. OF TRUSTEES OF MASS. LABORERS ANNUITY FUND MASSACHUSETTS LABORERS' ANNUITY FUND | BURLINGTON MA | 13,601 | $2.3B | $1.6M |
| 3 | BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUND |
WILMINGTON MA |
| 16,341 |
| $5.1B |
| $1.5M |
| 4 | BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' PENSION FUND MASSACHUSETTS LABORERS' PENSION FUND | BURLINGTON MA | 10,031 | $2.5B | $867K |
| 5 | PIPE & REFRIGERATION FITTERS LOCAL 537 PIPEFITTERS UNION LOCAL NO. 537 PENSION FUND | DORCHESTER MA | 2,372 | $962.4M | $811K |
| 6 | BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN | BURBANK CA | 8,873 | $4.7B | $794K |
| 7 | BOARD OF TRUSTEES, PENSION FUND OF LOCAL NO. ONE OF I.A.T.S.E. PENSION FUND OF LOCAL NO. ONE OF I. A. T. S. E. | NEW YORK NY | 2,260 | $664.8M | $792K |
| 8 | ALCOA USA CORP. PENSION PLANS MASTER TRUST FOR ALCOA USA CORP. | PITTSBURGH PA | — | $1.1B | $757K |
| 9 | BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND | WILMINGTON MA | 10,412 | $3.8B | $743K |
| 10 | PIPEFITTERS LOCAL UNION NO.537 PIPEFITTERS LOCAL UNION NO. 537 DEFERRED INCOME ANNUITY FUND INDIVIDUAL ACCOUNT PLAN | DORCHESTER MA | 3,374 | $784.5M | $648K |
