Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding APPLE INC COM STK CUSIP: 037833100 in their Schedule of Assets, totaling $78.7M 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 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $50.5M |
| 2 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $28.3M |
