Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 274 U.S. retirement plans report holding Apple, Inc. in their Schedule of Assets, totaling $1.4B 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 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $171.4M |
| 2 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $149.8M |
| 3 | RTX CORPORATION RTX MASTER RETIREMENT TRUST |
| — |
| $42.1B |
| $94.0M |
| 4 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $86.7M |
| 5 | NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE SAVINGS PLAN | COLUMBUS OH | 22,626 | $8.3B | $86.5M |
| 6 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | RESTON VA | 52,307 | $12.4B | $67.9M |
| 7 | TOYOTA MOTOR NORTH AMERICA, INC TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | PLANO TX | 44,145 | $13.3B | $47.0M |
| 8 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) QACA PLAN | RESTON VA | 28,117 | $7.9B | $43.0M |
| 9 | THE WILLIAMS COMPANIES, INC. THE WILLIAMS INVESTMENT PLUS PLAN | TULSA OK | 5,692 | $2.0B | $32.5M |
| 10 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN | CINCINNATI OH | 2,560 | $1.2B | $27.3M |
