Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 402 U.S. retirement plans report holding Apple, Inc. in their Schedule of Assets, totaling $5.3B 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 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON IL | 39,712 | $37.7B | $2.7B |
| 2 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $171.4M |
| 3 | TRUIST FINANCIAL CORPORATION |
CHARLOTTE NC |
| 33,167 |
| $14.7B |
| $152.4M |
| 4 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $149.8M |
| 5 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $142.2M |
| 6 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $110.3M |
| 7 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $94.0M |
| 8 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $92.6M |
| 9 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $92.6M |
| 10 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $86.7M |
