Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Apple Inc. Common stocks in their Schedule of Assets, totaling $60.9M 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 | MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED | RAHWAY NJ | — | $14.6B | $52.7M |
| 2 | TITAN TIRE CORPORATION TITAN TIRE CORPORATION EMPLOYEES' PENSION PLAN | QUINCY IL | 8 | $48.3M | $3.8M |
| 3 | IBEW LOCAL 505 NECA PENSION PLAN |
MOBILE AL |
| 385 |
| $64.1M |
| $1.6M |
| 4 | MIDDLESEX WATER COMPANY MIDDLESEX WATER COMPANY PENSION PLAN | ISELIN NJ | 78 | $99.7M | $941K |
| 5 | HAWAII LABORERS' ANNUITY FUND HAWAII LABORERS' ANNUITY FUND | HONOLULU HI | 3,391 | $302.4M | $834K |
| 6 | HOME FOR THE FRIENDLESS - HOMELAND HOMELAND PENSION PLAN | HARRISBURG PA | 79 | $19.4M | $649K |
| 7 | ZIFFREN BRITTENHAM LLP ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 64 | $68.3M | $229K |
| 8 | COUNCIL ON THE ENVIRONMENT, INC. COUNCIL ON THE ENVIRONMENT, INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 96 | $4.7M | $75K |
| 9 | CENTREVILLE SAVINGS BANK PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANK | WEST WARWICK RI | 24 | $19.4M | $52K |
