Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding APPLE INC 2.9% DUE 09-12-2027 in their Schedule of Assets, totaling $2.2M 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 | KOMATSU MINING CORP. KOMATSU U.S. PENSION PLAN | MILWAUKEE WI | 829 | $753.7M | $1.4M |
| 2 | S.C. JOHNSON & SON, INC. RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO | RACINE WI | 484 | $406.5M | $818K |
