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Original filing (PDF)20251013172622NAL0000859091001
APACHE CORPORATION
Form 5500
FILING_RECEIVED
APACHE CORPORATION MONEY PURCHASE RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1,583
Accounts w/ balance
1,998
Plan assets (EOY)
$271.3M
Net assets (EOY)
$271.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APACHE CORPORATION.
Plan sponsor
Name
APACHE CORPORATION
EIN
41-0747868
Address
2000 W SAM HOUSTON PKWY S · SUITE 200 · HOUSTON, TX · 77042
Phone
(713) 296-6000
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2C · Money purchase (other than target benefit)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $79K | — |
| UBS FINANCIAL SERVICES | 13-2638166 | — | INVESTMENT ADVISOR | $31K | — |
Investments
30 direct securities · 3 pooled funds· $286.8M(100% of reported assets)
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.
Uncategorized
$225.1M
30 holdings
Common Collective Trust
$61.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund - | — | — | — | $38.8M | 14.3% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $31.6M | 11.7% | |
| Fidelity Investments Fidelity Blue Chip Growth Commingled Pool A - | — | — | — | $20.6M | 7.6% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $20.6M | 7.6% | |
| BlackRock LifePath Index 2050 Fund - | — | — | — | $16.2M | 6.0% | |
| BlackRock LifePath Index 2040 Fund - | — | — | — | $15.0M | 5.5% | |
| BlackRock LifePath Index 2045 Fund - | — | — | — | $14.8M | 5.4% | |
| BlackRock LifePath Index 2035 Fund - | — | — | — | $10.3M | 3.8% | |
| BlackRock LifePath Index Retirement Fund - | — | — | — | $10.2M | 3.8% | |
| Fidelity Investments Fidelity Managed Income Portfolio II Class 1 - | — | — | — | $9.5M | 3.5% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $9.5M | 3.5% | |
| BlackRock LifePath Index 2030 Fund - | — | — | — | $9.3M | 3.4% | |
| BlackRock LifePath Index 2055 Fund - | — | — | — | $8.9M | 3.3% | |
| Fidelity Investments Fidelity Puritan Fund K - | — | — | — | $8.2M | 3.0% | |
| Invesco Comstock R6 Fund Stock Price - | — | — | — | $7.5M | 2.8% | |
| Fidelity Investments Fidelity Investments Money Market Treasury - | — | — | — | $7.3M | 2.7% | |
| Fidelity Investments Fidelity Low-Priced Stock K6 Fund - | — | — | — | $6.8M | 2.5% | |
| Loomis Sayles Loomis Core Plus Bond - | — | — | — | $5.9M | 2.2% | |
| Fidelity Investments Fidelity Global EX US Index Fund - | — | — | — | $5.7M | 2.1% | |
| Brokeragelink Self-Directed Brokerage Account - | — | — | — | $4.7M | 1.7% | |
| Fidelity Investments Fidelity US Bond Index - | — | — | — | $3.6M | 1.3% | |
| American Funds New World R6 Fund Stock Price - | — | — | — | $3.4M | 1.2% | |
| WCM Investments WCM FCSD International Growth Investors - | — | — | — | $3.3M | 1.2% | |
| Allspring Special Mid Cap Value Fund - Class Inst - | — | — | — | $3.1M | 1.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund - | — | — | — | $2.9M | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund - | — | — | — | $2.6M | 0.9% | |
| BlackRock LifePath Index 2060 Fund - | — | — | — | $2.4M | 0.9% | |
| American Beacon American Beacon Small Cap Value Fund - | — | — | — | $2.2M | 0.8% | |
| T. Rowe Price T. Rowe Price U.S. High Yield Fund I Class - | — | — | — | $710K | 0.3% | |
| Virtus KAR Small-Cap Growth Fund Class R6 - | — | — | — | $457K | 0.2% | |
| First Eagle First Eagle Gold R6 - | — | — | — | $450K | 0.2% | |
| PGIM US Real Estate R6 Fund Stock Price - | — | — | — | $384K | 0.1% | |
| JP Morgan Mid Cap Gowth R6 - | — | — | — | $44K | <0.1% |
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