Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Watsco, Inc. Common stock in their Schedule of Assets, totaling $104.0M 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 | WATSCO, INC. WATSCO, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST | MIAMI FL | 6,285 | $562.1M | $102.6M |
| 2 | TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUND MICHIGAN ELECTRICAL EMPLOYEES' PENSION PLAN | MADISON HEIGHTS MI | 2,271 | $544.8M | $299K |
| 3 | MISSOURI FARM BUREAU FEDERATION |
JEFFERSON CITY MO |
| 366 |
| $81.8M |
| $284K |
| 4 | SPORTS WAREHOUSE, INC. TENNIS WAREHOUSE 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 511 | $26.8M | $229K |
| 5 | TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' HEALTH PLAN MICHIGAN ELECTRICAL EMPLOYEES' HEALTH PLAN | MADISON HEIGHTS MI | 3,296 | $69.0M | $186K |
| 6 | D & H CORPORATE GROUP INC. D & H EMPLOYEE STOCK OWNERSHIP PLAN | HARRISBURG PA | 1,478 | $313.9M | $91K |
| 7 | ESKRIDGE AUTO GROUP, INC. ESKRIDGE AUTO GROUP PROFIT SHARING PLAN | OKLAHOMA CITY OK | 146 | $27.7M | $60K |
| 8 | EXACTO SPRING CORP. EXACTO SPRING CORP. EMPLOYEES' PROFIT SHARING PLAN | GRAFTON WI | 142 | $25.0M | $56K |
| 9 | CRISDEL GROUP, INC. CRISDEL PROFIT SHARING PLAN | SOUTH PLAINFIELD NJ | 153 | $16.6M | $53K |
| 10 | BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND | MADISON HEIGHTS MI | 249 | $33.8M | $53K |
