Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Apple in their Schedule of Assets, totaling $19.4M 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 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $15.6M |
| 2 | DYKE INDUSTRIES, INC DYKE INDUSTRIES, INC. PROFIT SHARING PLAN & TRUST | LITTLE ROCK AR | 521 | $36.0M | $1.6M |
| 3 | BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUND |
JACKSONVILLE IL |
| 5,167 |
| $1.4B |
| $1.2M |
| 4 | GLEN RAVEN, INC. GLEN RAVEN, INC. PENSION PLAN | BURLINGTON NC | 1,316 | $178.2M | $511K |
| 5 | BOARD OF TRUSTEES OF SHEETMETAL WORKERS LOCAL 91 HEALTH AND WELFARE PL SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU | ROCK ISLAND IL | 887 | $45.3M | $214K |
| 6 | INDUSTRIAL SUPPLY SOLUTIONS INC. INDUSTRIAL SUPPLY SOLUTIONS INC. 401K PLAN | SALISBURY NC | 121 | $9.2M | $150K |
| 7 | SHEET METAL WORKERS LOCAL #44 RETIREMENT INCOME PLAN SHEET METAL WORKERS LOCAL #44 RETIREMENT INCOME PLAN | WILKES BARRE PA | 181 | $35.2M | $63K |
| 8 | EXCO NOONAN PENSION PLAN LLC EXCO NOONAN INC. PENSION PLAN | NEW YORK NY | 7 | $8.9M | $56K |
| 9 | WILLIAM M. PERKINS COMPANY, INC. WILLIAM M. PERKINS COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SAN DIEGO CA | 93 | $3.7M | $16K |
