Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Apple Inc. 4.375% Due 05-13-2045 in their Schedule of Assets, totaling $15.1M 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 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC NTESS RETIREMENT INCOME PLAN | ALBUQUERQUE NM | 3,118 | $6.2B | $7.8M |
| 2 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO TX | 30,326 | $4.6B | $2.4M |
| 3 | MARSH & MCLENNAN COMPANIES, INC. |
NEW YORK NY |
| 6,545 |
| $4.2B |
| $2.3M |
| 4 | BOARD OF TRUSTEES, IDAHO PLUMBERS AND PIPEFITTERS PENSION PLAN IDAHO PLUMBERS AND PIPEFITTERS PENSION PLAN | PORTLAND OR | 1,508 | $188.9M | $1.0M |
| 5 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $442K |
| 6 | RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN | CHICAGO IL | 7,549 | $879.0M | $439K |
| 7 | EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- ECRP HDG | CHICAGO IL | — | $3.7B | $292K |
| 8 | CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - TRADITIONAL LIABILITY HEDGE FIXED INCOME | KENNETT SQUARE PA | — | $2.5B | $278K |
| 9 | W W GRAINGER INC W W GRAINGER INC GROUP BENEFIT PLAN I | LAKE FOREST IL | 0 | $179.5M | $83K |
