Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding APOLLO GLOBAL MGMT 5.8% 05-21-2054 SEDOL: BQFPSG3 in their Schedule of Assets, totaling $5.6M 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 | CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | HOUSTON TX | — | $12.2B | $3.0M |
| 2 | ILLINOIS TOOL WORKS INC. ITW DEFINED BENEFIT PLANS' INVESTMENT ACCOUNT | GLENVIEW IL | — | $1.3B | $1.3M |
| 3 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST |
IRVING TX |
| — |
| $12.0B |
| $844K |
| 4 | UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC. PENSION PLAN | WEEHAWKEN NJ | 877 | $578.7M | $256K |
| 5 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. UNITED STATES STEEL CORPORATION PLAN FOR EMPLOYEE PENSION BENEFITS (REVISION OF 2003) | PITTSBURGH PA | 2,586 | $4.3B | $211K |
