Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Watsco, Inc. in their Schedule of Assets, totaling $16.0M 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 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $3.8M |
| 2 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $2.3M |
| 3 | BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUND |
WASHINGTON DC |
| 17,932 |
| $1.5B |
| $1.8M |
| 4 | AUTOMOBILE CLUB OF SO CALIFORNIA CLUB PENSION PLAN | COSTA MESA CA | 11,289 | $2.6B | $1.7M |
| 5 | UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND | WASHINGTON DC | 0 | $518.6M | $1.5M |
| 6 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $971K |
| 7 | UAW RETIREES OF THE DANA CORP. HEALTH AND WELFARE TRUST COMMITTEE UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRUST | WASHINGTON DC | 0 | $376.4M | $945K |
| 8 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $884K |
| 9 | STAPLE COTTON COOPERATIVE ASSOCIATION GROUP PENSION PLAN FOR EMPLOYEES OF STAPLE COTTON COOPERATIVE ASSOCIATION | GREENWOOD MS | 150 | $60.8M | $522K |
| 10 | BLESSING CORPORATE SERVICES RETIREMENT PLAN FOR EMPLOYEES OF BLESSING HOSPITAL | QUINCY IL | 481 | $144.0M | $317K |
