Castlen Kennedy signed Apache Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apache Corporation's EIN is 41-0747868.
Download the official 2024 Form 5500 (PDF) for Apache Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apache Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$128K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $241K | — |
| UBS | 13-2638166 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $92K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index fund - | Common Collective Trusts | — | — | $115.1M | 16.1% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $87.4M | 12.2% | |
| Fidelity Investments Fidelity Blue Chip Growth Commingled Pool A - | Common Collective Trusts | — | — | $60.0M | 8.4% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $60.0M | 8.4% | |
| Brokeragelink Self-Directed Brokerage Account - | Self-Directed Brokerage | — | — | $36.6M | 5.1% | |
| BlackRock LifePath Index 2045 Fund - | Other securities | — | — | $33.4M | 4.7% | |
| BlackRock LifePath Index 2050 Fund - | Other securities | — | — | $33.0M | 4.6% | |
| BlackRock LifePath Index 2040 Fund - | Other securities | — | — | $28.2M | 3.9% | |
| BlackRock LifePath Index 2035 Fund - | Other securities | — | — | $26.4M | 3.7% | |
| Invesco Comstock R6 Fund Stock Price - | Mutual Funds | — | — | $24.3M | 3.4% | |
| BlackRock LifePath Index 2030 Fund - | Other securities | — | — | $23.6M | 3.3% | |
| BlackRock LifePath Index 2055 Fund - | Other securities | — | — | $23.0M | 3.2% | |
| Fidelity Investments Fidelity Investment Money Market Treasury - | Mutual Funds | — | — | $20.5M | 2.9% | |
| BlackRock LifePath Index Retirement Fund - | Other securities | — | — | $19.5M | 2.7% | |
| Fidelity Investments Fidelelity Low-Priced Stock Fund K6 - | Mutual Funds | — | — | $18.7M | 2.6% | |
| Loomis Sayles Loomis Core Pl Bond - | Other securities | — | — | $18.2M | 2.5% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund - | Common Collective Trusts | — | — | $18.0M | 2.5% | |
| Fidelity Investments Fidelity Puritan Fund K - | Mutual Funds | — | — | $16.7M | 2.3% | |
| Allspring Special Mid Cap Value Fund - Class Inst - | Other securities | — | — | $13.8M | 1.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund - | Common Collective Trusts | — | — | $11.8M | 1.6% | |
| American Funds American Funds New World R6 Fund Stock Price - | Mutual Funds | — | — | $11.1M | 1.5% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $11.0M | 1.5% | |
| Fidelity Investments Fidelity US Bond Index - | Mutual Funds | — | — | $10.8M | 1.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund - | Common Collective Trusts | — | — | $10.2M | 1.4% | |
| WCM Investments WCM Focused Emerging Markets Fund Instl Class - | Other securities | — | — | $9.3M | 1.3% | |
| BlackRock LifePath Index 2060 Fund - | Other securities | — | — | $9.0M | 1.3% | |
| Apache Corporation Apache Corporation stock - | Common Stocks | — | — | $7.1M | 1.0% | |
| American Beacon American Beacon Small Cap Value Fund - | Other securities | — | — | $6.7M | 0.9% | |
| PGIM US Real Estate R6 Fund Stock Price - | Other securities | — | — | $4.2M | 0.6% | |
| Various maturity dates and interest rates * Notes receivables from participants ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $3.7M | 0.5% | |
| T. Rowe Price T. Rowe Price U.S. High Yield Fund I Class - | Other securities | — | — | $1.8M | 0.3% | |
| Virtus KAR Small-Cap Growth Fund Class R6 - | Other securities | — | — | $1.0M | 0.1% | |
| First Eagle First Eagle Gold R6 - | Other securities | — | — | $919K | 0.1% | |
| JP Morgan JPMorgan Mid Cap Growth Fund-R6 - | Other securities | — | — | $174K | <0.1% |
