Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Apple Inc. Common stock N/A N/A in their Schedule of Assets, totaling $15.9M 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 | TRUSTEES OF MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH C MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES | MIDDLETOWN OH | — | $680.8M | $12.4M |
| 2 | SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION SAMBA BENEFIT PLAN | ROCKVILLE MD | 108,563 | $200.7M | $1.9M |
| 3 | GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS TRUST |
PITTSBURGH PA |
| 21 |
| $39.9M |
| $1.1M |
| 4 | TRSTEES MACH MVRS,RIGGERS&MACH EREC LOCAL 136 SUPPLEMENTAL RETIRE. PLA MACHINERY MOVERS, RIGGERS & MACH. ERECT. LOCAL 136 SUPPLEMENTAL RETIREMENT PLAN | OAK BROOK IL | 146 | $59.9M | $216K |
| 5 | BOARD OF TRUSTEES HEALTH AND WELFARE TRUST LOCAL NO. 743 HEALTH AND WELFARE TRUST LOCAL NO. 743 | SCHAUMBURG IL | 928 | $5.6M | $183K |
| 6 | MACHINERY MOVERS, RIGGERS & MACH. ERECT LOCAL 136 HEALTH & WELFARE FUN MACHINERY MOVERS, RIGGERS & MACH. ERECT. LOCAL 136 HEALTH AND WELFARE FUND | OAK BROOK IL | 174 | $5.3M | $34K |
