Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Apple Inc. Stock in their Schedule of Assets, totaling $32.1M 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 LOCAL 338 RETIREMENT FUND LOCAL 338 RETIREMENT FUND | MINEOLA NY | 1,749 | $607.0M | $12.0M |
| 2 | TRUSTEES UFCW LOCAL 1262 PENSION FUND UFCW LOCAL 1262 & EMPLOYERS PENSION FUND | CLIFTON NJ | 4,449 | $1.0B | $10.5M |
| 3 | LOCAL 1102 HEALTH & BENEFIT FUND |
WOODBURY NY |
| 2,753 |
| $173.7M |
| $4.1M |
| 4 | LOCAL 1102 RETIREMENT TRUST LOCAL 1102 RETIREMENT TRUST | WOODBURY NY | 91 | $41.9M | $2.6M |
| 5 | LOCAL 1102 STOREWORKERS RETIREMENT PLAN STOREWORKERS RETIREMENT PLAN | WOODSBURY NY | 0 | $20.5M | $1.0M |
| 6 | PLUMBERS LOCAL UNION NO. 1 WELFARE FUND PLUMBERS LOCAL UNION NO 1 - WELFARE FUND | LONG ISLAND CITY NY | 2,647 | $350.6M | $810K |
| 7 | BOARD OF TRUSTEES OF LOCAL 1931 PENSION FUND LOCAL 1931 PENSION FUND | VALLEY STREAM NY | 173 | $29.4M | $386K |
| 8 | LOCAL 22 HEALTH FUND LOCAL 22 HEALTH FUND | VALLEY STREAM NY | 2,172 | $26.5M | $240K |
| 9 | PLUMBERS & STEAMFITTERS LOCAL 760 HEALTH & WELFARE TRUST FUND PLUMBERS & STEAMFITTERS LOCAL 760 HEALTH & WELFARE TRUST FUND | MUSCLE SHOALS AL | 1,198 | $32.9M | $216K |
| 10 | TRUSTEES OF SOUTH FLORIDA ELECTRICAL WORKERS PENSION PLAN SOUTH FLORIDA ELECTRICAL WORKERS PENSION PLAN | PHOENIX AZ | 759 | $147.8M | $166K |
