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 default investment (QDIA), money-purchase contributions, 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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $79K | — |
| UBS FINANCIAL SERVICES |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $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 - | Common Collective Trusts | — | — | $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 - | Other securities | — | — | $16.2M | 6.0% | |
| BlackRock LifePath Index 2040 Fund - | Other securities | — | — | $15.0M | 5.5% | |
| BlackRock LifePath Index 2045 Fund - | Other securities | — | — | $14.8M | 5.4% | |
| BlackRock LifePath Index 2035 Fund - | Other securities | — | — | $10.3M | 3.8% | |
| BlackRock LifePath Index Retirement Fund - | Other securities | — | — | $10.2M | 3.8% | |
| Fidelity Investments Fidelity Managed Income Portfolio II Class 1 - | Mutual Funds | — | — | $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 - | Other securities | — | — | $9.3M | 3.4% | |
| BlackRock LifePath Index 2055 Fund - | Other securities | — | — | $8.9M | 3.3% | |
| Fidelity Investments Fidelity Puritan Fund K - | Mutual Funds | — | — | $8.2M | 3.0% | |
| Invesco Comstock R6 Fund Stock Price - | Mutual Funds | — | — | $7.5M | 2.8% | |
| Fidelity Investments Fidelity Investments Money Market Treasury - | Mutual Funds | — | — | $7.3M | 2.7% | |
| Fidelity Investments Fidelity Low-Priced Stock K6 Fund - | Mutual Funds | — | — | $6.8M | 2.5% | |
| Loomis Sayles Loomis Core Plus Bond - | Other securities | — | — | $5.9M | 2.2% | |
| Fidelity Investments Fidelity Global EX US Index Fund - | Common Collective Trusts | — | — | $5.7M | 2.1% | |
| Brokeragelink Self-Directed Brokerage Account - | Self-Directed Brokerage | — | — | $4.7M | 1.7% | |
| Fidelity Investments Fidelity US Bond Index - | Mutual Funds | — | — | $3.6M | 1.3% | |
| American Funds New World R6 Fund Stock Price - | Mutual Funds | — | — | $3.4M | 1.2% | |
| WCM Investments WCM FCSD International Growth Investors - | Other securities | — | — | $3.3M | 1.2% | |
| Allspring Special Mid Cap Value Fund - Class Inst - | Other securities | — | — | $3.1M | 1.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund - | Common Collective Trusts | — | — | $2.9M | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund - | Common Collective Trusts | — | — | $2.6M | 0.9% | |
| BlackRock LifePath Index 2060 Fund - | Other securities | — | — | $2.4M | 0.9% | |
| American Beacon American Beacon Small Cap Value Fund - | Other securities | — | — | $2.2M | 0.8% | |
| T. Rowe Price T. Rowe Price U.S. High Yield Fund I Class - | Other securities | — | — | $710K | 0.3% | |
| Virtus KAR Small-Cap Growth Fund Class R6 - | Other securities | — | — | $457K | 0.2% | |
| First Eagle First Eagle Gold R6 - | Other securities | — | — | $450K | 0.2% | |
| PGIM US Real Estate R6 Fund Stock Price - | Other securities | — | — | $384K | 0.1% | |
| JP Morgan Mid Cap Gowth R6 - | Other securities | — | — | $44K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2638166 |
| — |
| INVESTMENT ADVISOR |
| $31K |
| — |
