Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Apple Inc (AAPL) Common stock in their Schedule of Assets, totaling $3.6M 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 | UNITED ASSOCIATED PENSION FUND LOCAL 13 U.A. LOCAL 13 PENSION FUND | ROCHESTER NY | 582 | $373.4M | $2.5M |
| 2 | ARTHUR J. GALLAGHER (ILLINIOS), LLC. ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN | ROLLING MEADOWS IL | 23,895 | $3.9B | $701K |
| 3 | THOMAS, DEAN & HOSKINS, INC. |
GREAT FALLS MT |
| 125 |
| $32.8M |
| $136K |
| 4 | CTL/THOMPSON, INC. CTL/THOMPSON, INC. SAVINGS AND RETIREMENT PLAN | CENTENNIAL CO | 278 | $22.4M | $130K |
| 5 | CUTCO CORPORATION CUTCO CORPORATION HOURLY EMPLOYEES PENSION PLAN | OLEAN NY | 222 | $39.7M | $41K |
| 6 | T & R MARKET, INC. T & R MARKET PROFIT SHARING PLAN | GALLUP NM | 91 | $12.8M | $41K |
| 7 | CUTCO CORPORATION CUTCO CORPORATION SALARIED EMPLOYEES PENSION PLAN | OLEAN NY | 193 | $26.3M | $29K |
