Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Apple Inc. 4.375% 5/13/45 in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SECURA INSURANCE, A MUTUAL COMPANY SECURA EMPLOYEES' PENSION PLAN | NEENAH WI | 139 | $90.6M | $980K |
| 2 | SHARP ELECTRONICS CORPORATION SHARP ELECTRONICS CORPORATION PENSION PLAN | MONTVALE NJ | 110 | $49.8M | $279K |
| 3 | EQUIFAX INC. EQUIFAX INC. U.S. RETIREMENT INCOME PLAN |
ATLANTA GA |
| 335 |
| $374.2M |
| $128K |