Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Apple Inc Common Stock Usd.00001 in their Schedule of Assets, totaling $792.0M 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 | LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA MD | — | $56.1B | $283.6M |
| 2 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN | BETHESDA MD | 94,445 | $51.4B | $256.8M |
| 3 | JOHNSON AND JOHNSON JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST |
NEW BRUNSWICK NJ |
| — |
| $22.7B |
| $84.3M |
| 4 | JOHNSON AND JOHNSON RETIREMENT PLAN OF JOHNSON AND JOHNSON | NEW BRUNSWICK NJ | 38,442 | $21.1B | $75.2M |
| 5 | GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO CA | — | $18.0B | $34.4M |
| 6 | LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION PERFORMANCE SHARING PLAN FOR BARGAINING EMPLOYEES | BETHESDA MD | 18,568 | $3.0B | $14.7M |
| 7 | PENSION BD OF THE GENERAL PENSION PLAN OF THE INT'L UNION OF OPERATING THE GENERAL PENSION PLAN OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS | WASHINGTON DC | 2,198 | $1.2B | $11.5M |
| 8 | AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP, INC. RETIREMENT PLAN | NEW YORK NY | 1,969 | $3.1B | $10.4M |
| 9 | BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY | FLUSHING NY | 23,406 | $8.0B | $7.1M |
| 10 | TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK CA | — | $17.4B | $6.1M |
