Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Apple Inc Com Common stock - in their Schedule of Assets, totaling $4.6M 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 | BAY AREA PAINTERS & TAPERS PENSION TRUST BAY AREA PAINTERS & TAPERS PENSION TRUST | DUBLIN CA | 3,428 | $700.0M | $3.6M |
| 2 | MACK ENERGY CORPORATION MACK ENERGY CORPORATION DEFINED BENEFIT RETIREMENT PLAN | ARTESIA NM | 93 | $50.6M | $417K |
| 3 | U.S. FIRE INSURANCE CO. |
MORRISTOWN NJ |
| 2,592 |
| $590.7M |
| $358K |
| 4 | BILLINGS CLINIC BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST | BILLINGS MN | 3,579 | $23.9M | $79K |
| 5 | IMPACT ENERGY TRUST IMPACT ENERGY TRUST | LEXINGTON KY | 853 | $2.8M | $52K |
| 6 | PEOPLES SERVICES, INC. PEOPLES SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CANTON OH | 717 | $26.3M | $50K |
| 7 | FABRIWELD CORPORATION FABRIWELD CORPORATION 401(K) PROFIT SHARING PLAN | NORWALK OH | 113 | $7.6M | $45K |
| 8 | IBEW LOCAL 712 UNDEREMPLOYMENT SUBSISTENCE TR FUND IBEW LOCAL 712 UNDEREMPLOYMENT SUBSISTENCE TRUST FUND | PITTSBURGH PA | 622 | $5.3M | $20K |
