Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding 037833100 APPLE INC COMMON STOCK USD 0.00001 in their Schedule of Assets, totaling $350.2M 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 | AT&T INC. SBC MASTER PENSION TRUST | DALLAS TX | — | $30.6B | $136.2M |
| 2 | AT&T INC. AT&T PENSION BENEFIT PLAN | DALLAS TX | 93,065 | $28.3B | $126.6M |
| 3 | SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA |
| 26,369 |
| $15.3B |
| $81.8M |
| 4 | BASF CORPORATION BASF CORPORATION PENSION MASTER TRUST | FLORHAM PARK NJ | — | $2.2B | $4.3M |
| 5 | NATIONAL FUEL GAS COMPANY NATIONAL FUEL GAS COMPANY RETIREMENT PLAN | WILLIAMSVILLE NY | 189 | $861.4M | $1.2M |