Original filing (PDF)20250917213639NAL0000924912001

APPLE INC.

Name: APPLE INC. — APPLE 401(K) PLAN, Form 5500 (2024)
Creator: APPLE INC.

Form 5500

FILING_RECEIVED

APPLE 401(K) PLAN

401(k) retirement plan

Signals · 2

No recordkeeper disclosed13 service providers

Active participants

101,217

Accounts w/ balance

143,849

Plan assets (EOY)

$24.7B

Net assets (EOY)

$24.7B

How this plan invests

This plan

24 pooled trusts

Schedule D

160 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (3 bps vs 5 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLE INC..

Plan sponsor

Name

APPLE INC.

EIN

94-2404110

Address

ONE APPLE PARK WAY · MS 41-4BEN · CUPERTINO, CA · 95014

Phone

(408) 974-3833

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

ERNST & YOUNG LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

13 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIAM BLAIR INVESTMENT MGMT	47-2614791	—	NONE	$2.6M	—
FINANCIAL ENGINES	77-0473565	—	NONE	$1.9M	—
BARROW, HANELY, MEWHINNEY & STRAUS	—	DALLAS, TX	NONE	$1.5M	—
FID INV INST OPS CO	04-2647786	—	NONE	$1.4M	—
MARINER WEALTH ADVISORS, LLC	20-4553256	—	NONE	$59K	—
FISHER INVESTMENT	94-3029777	—	NONE	$52K	—
ENVESTNET ADVISORY CORP	36-4319587	—	NONE	$18K	—
CORIENT	88-0967642	—	NONE	$14K	—
CHURCHILL MGMT GROUP	95-2472632	—	NONE	$12K	—
SFMG WEALTH ADVISORS	82-3762916	—	NONE	$10K	—
CREATIVE PLANNING	43-1270780	—	NONE	$10K	—
DYNAMIC WEALTH	26-3945222	—	NONE	$7K	—
ABSOLUTE CAPITAL MGMT	25-1879568	—	NONE	$6K	—

Investments

132 direct securities · 24 pooled funds· $25.6B(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.

Common Collective Trust

$21.9B

24 holdings

Uncategorized

$3.7B

132 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
VFTC INST 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001	Common Collective Trust	—	—	$4.6B	18.7%
FIDELITY CONTRA FUND COMM PL FIDEITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133	Common Collective Trust	—	—	$2.4B	9.6%
LIFEPATH INDEX 2050 F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 26-0896020 / PN 001	Common Collective Trust	—	—	$2.2B	8.9%
LIFEPATH INDEX 2045 F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 20-5115008 / PN 001	Common Collective Trust	—	—	$2.0B	8.3%
LIFEPATH INDEX 2055 F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 27-2470604 / PN 001	Common Collective Trust	—	—	$1.8B	7.3%
BROKERGE ACCOUNT Various Accounts	—	—	—	$1.5B	6.1%
LIFEPATH INDEX 2040 F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 71-0986419 / PN 001	Common Collective Trust	—	—	$1.4B	5.7%
VFTC INST MARKET INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001	Common Collective Trust	—	—	$1.1B	4.5%
LIFEPATH INDEX 2035 F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 20-5114956 / PN 001	Common Collective Trust	—	—	$1.0B	4.2%
VANGUARD TOTAL INTL STOCK INDEX TRUST Common/Collective Trust Fund	—	—	—	$925.5M	3.7%
VFTC INT STOCK IND FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001	Common Collective Trust	—	—	$925.5M	3.7%
LIFEPATH INDEX 2060 F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1878775 / PN 001	Common Collective Trust	—	—	$750.1M	3.0%
VFTC INS TOTAL BOND MARKET INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001	Common Collective Trust	—	—	$664.9M	2.7%
LIFEPATH INDEX 2030 F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 71-0986424 / PN 001	Common Collective Trust	—	—	$645.7M	2.6%
LIFEPATH INDEX RETIRE F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 71-0986421 / PN 001	Common Collective Trust	—	—	$603.7M	2.4%
BAILLIE GIFFORD INTERNATIONAL ALPHA BAILLIE GIFFORD · EIN 37-6703427 / PN 001	Common Collective Trust	—	—	$306.5M	1.2%
AB US SMALL MID-CP VALUE CIT W SERI WILMINGTON TRUST COMPANY · EIN 38-4116868 / PN 532	Common Collective Trust	—	—	$256.2M	1.0%
Participant Loans * Interest rates ranging from 4.25% to 9.50%	—	—	—	$225.7M	0.9%
GALLIARD INTERMEDIATE CORE FUND L SEI TRUST COMPANY · EIN 27-6635237 / PN 001	Common Collective Trust	—	—	$225.2M	0.9%
BNY MELLON EB GLOBAL REAL ESTATE SE BNY MELLON · EIN 25-6078093 / PN 183	Common Collective Trust	—	—	$191.0M	0.8%
EATON VANCE TRUST CO CIT HIGH YIELD EATON VANCE TRUST COMPANY · EIN 42-1701287 / PN 001	Common Collective Trust	—	—	$189.4M	0.8%
LIFEPATH INDEX 2065 F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1770109 / PN 001	Common Collective Trust	—	—	$188.9M	0.8%
GALLIARD SHORT CORE FUND F SEI TRUST COMPANY · EIN 52-2252204 / PN 001	Common Collective Trust	—	—	$164.5M	0.7%
LOOMIS SAYLES CORE PLUS FIXED INCOM LOOMIS SAYLES · EIN 84-6391546 / PN 010	Common Collective Trust	—	—	$121.4M	0.5%
CARNIVAL CORP Common Stock	—	—	—	$25.7M	0.1%
ENTERGY CORP Common Stock	—	—	—	$25.4M	0.1%
AIR PRODUCTS & CHEMICALS Common Stock	—	—	—	$23.4M	<0.1%
BANK OF AMERICA CORPORATI Common Stock	—	—	—	$22.9M	<0.1%
KEURIG DR PEPPER INC Common Stock	—	—	—	$22.0M	<0.1%
FIDELITY NATL INFORM SVCS Common Stock	—	—	—	$21.4M	<0.1%
PHILIP MORRIS INTL INC Common Stock	—	—	—	$21.2M	<0.1%
LAS VEGAS SANDS CORP Common Stock	—	—	—	$20.6M	<0.1%
SHORT-TERM INVEST FUND II SEI TRUST COMPANY · EIN 92-2544088 / PN 001	Common Collective Trust	—	—	$20.0M	<0.1%
ENBRIDGE INC Common Stock	—	—	—	$20.0M	<0.1%
WRAPPER Other	—	—	—	$18.6M	<0.1%
QUALCOMM INC Common Stock	—	—	—	$17.6M	<0.1%
CRH PLC Common Stock	—	—	—	$17.2M	<0.1%
JOHNSON CONTROLS INTL PLC Common Stock	—	—	—	$17.2M	<0.1%
LITHIA MOTORS INC CL A Common Stock	—	—	—	$17.1M	<0.1%
AVANTOR INC Common Stock	—	—	—	$16.6M	<0.1%
XCEL ENERGY INC Common Stock	—	—	—	$16.3M	<0.1%
EXXON MOBIL CORP Common Stock	—	—	—	$16.3M	<0.1%
COMCAST CORP CL A Common Stock	—	—	—	$16.1M	<0.1%
BHMS Large Cap Value Equity Separately Managed Account BLACKROCK LIQ FDS FED FUND INST Money Market/Mutual Fund	—	—	—	$15.2M	<0.1%
VICI PPTYS INC Common Stock	—	—	—	$14.3M	<0.1%
SANOFI SPON ADR Common Stock	—	—	—	$13.9M	<0.1%
AMERICAN EXPRESS CO Common Stock	—	—	—	$13.9M	<0.1%
PINNACLE WEST CAPITAL COR Common Stock	—	—	—	$13.9M	<0.1%
UNITEDHEALTH GROUP INC Common Stock	—	—	—	$13.2M	<0.1%
MERCK & CO INC NEW Common Stock	—	—	—	$13.2M	<0.1%
AMERICAN INTL GROUP Common Stock	—	—	—	$13.0M	<0.1%
ORACLE CORP Common Stock	—	—	—	$12.5M	<0.1%
PUBLIC STORAGE Common Stock	—	—	—	$12.4M	<0.1%
AXALTA COATING SYS LTD Common Stock	—	—	—	$12.2M	<0.1%
ALPHABET INC CL A Common Stock	—	—	—	$12.1M	<0.1%
HALLIBURTON CO Common Stock	—	—	—	$11.9M	<0.1%
APTIV PLC Common Stock	—	—	—	$11.5M	<0.1%
HESS CORP Common Stock	—	—	—	$11.4M	<0.1%
JACOBS SOLUTIONS INC Common Stock	—	—	—	$11.3M	<0.1%
BANK OF NOVA SCOTIA Common Stock	—	—	—	$11.2M	<0.1%
HUNT J B TRANSPORT SVCS I Common Stock	—	—	—	$11.0M	<0.1%
ELEVANCE HEALTH INC Common Stock	—	—	—	$10.4M	<0.1%
WELLS FARGO & CO Common Stock	—	—	—	$10.3M	<0.1%
WYNN RESORTS LTD Common Stock	—	—	—	$10.2M	<0.1%
MEDTRONIC PLC Common Stock	—	—	—	$10.0M	<0.1%
CARLYLE GROUP INC (THE) Common Stock	—	—	—	$9.3M	<0.1%
ELECTRONIC ARTS INC Common Stock	—	—	—	$9.2M	<0.1%
PERMIAN RESOURCES CORP CL Common Stock	—	—	—	$9.1M	<0.1%
COGNIZANT TECH SOLUTIONS Common Stock	—	—	—	$8.6M	<0.1%
ELF BEAUTY INC Common Stock	—	—	—	$8.5M	<0.1%
DOXIMITY INC Common Stock	—	—	—	$8.2M	<0.1%
PHILLIPS 66 Common Stock	—	—	—	$8.2M	<0.1%
DYNATRACE INC Common Stock	—	—	—	$8.1M	<0.1%
TALEN ENERGY CORP Common Stock	—	—	—	$8.0M	<0.1%
CONFLUENT INC Common Stock	—	—	—	$7.9M	<0.1%
SHARKNINJA INC Common Stock	—	—	—	$7.8M	<0.1%
CHEMED CORP Common Stock	—	—	—	$7.3M	<0.1%
BRIGHT HORIZONS FAMILY SO Common Stock	—	—	—	$7.3M	<0.1%
STRIDE INC Common Stock	—	—	—	$7.2M	<0.1%
MICROCHIP TECH Common Stock	—	—	—	$7.1M	<0.1%
PROLOGIS INC REIT Common Stock	—	—	—	$6.9M	<0.1%
M&T BANK CORP Common Stock	—	—	—	$6.9M	<0.1%
EXLSVCS HLDGS INC Common Stock	—	—	—	$6.9M	<0.1%
ARAMARK Common Stock	—	—	—	$6.9M	<0.1%
MANHATTAN ASSIC INC Common Stock	—	—	—	$6.8M	<0.1%
CLEARWATER ANALYTICS HLDG Common Stock	—	—	—	$6.7M	<0.1%
MERCURY SYS INC Common Stock	—	—	—	$6.6M	<0.1%
MUELLER INDU INC Common Stock	—	—	—	$6.5M	<0.1%
AECOM Common Stock	—	—	—	$6.4M	<0.1%
EVEREST GROUP LTD Common Stock	—	—	—	$6.2M	<0.1%
FLYWIRE CORP Common Stock	—	—	—	$6.2M	<0.1%
NEW FORTRESS ENERGY INC Common Stock	—	—	—	$6.1M	<0.1%
COGNEX CORP Common Stock	—	—	—	$6.0M	<0.1%
Q2 HLDGS INC Common Stock	—	—	—	$5.9M	<0.1%
CASELLA WASTE SYS INC CL Common Stock	—	—	—	$5.8M	<0.1%
POOL CORP Common Stock	—	—	—	$5.8M	<0.1%
PLANET FITNESS INC CL A Common Stock	—	—	—	$5.8M	<0.1%
NVENT ELECTRIC PLC Common Stock	—	—	—	$5.7M	<0.1%
INSULET CORP Common Stock	—	—	—	$5.6M	<0.1%
EXACT SCIENCES CORP Common Stock	—	—	—	$5.5M	<0.1%
ACV AUCTIONS INC CL A Common Stock	—	—	—	$5.4M	<0.1%
PURE STORAGE INC CL A Common Stock	—	—	—	$5.3M	<0.1%
CHURCHILL DOWNS INC Common Stock	—	—	—	$5.2M	<0.1%
BRINKS CO Common Stock	—	—	—	$5.2M	<0.1%
PENUMBRA INC Common Stock	—	—	—	$5.2M	<0.1%
BLUEPRINT MEDICINES CORP Common Stock	—	—	—	$5.1M	<0.1%
AZEK CO INC Common Stock	—	—	—	$5.0M	<0.1%
EPAM SYS INC Common Stock	—	—	—	$5.0M	<0.1%
REGAL REXNORD CORP Common Stock	—	—	—	$4.8M	<0.1%
INSPIRE MEDICAL SYS INC Common Stock	—	—	—	$4.8M	<0.1%
NICE LTD SPON ADR Common Stock	—	—	—	$4.8M	<0.1%
FRESHPET INC Common Stock	—	—	—	$4.8M	<0.1%
INSMED INC Common Stock	—	—	—	$4.7M	<0.1%
NEOGEN CORP Common Stock	—	—	—	$4.6M	<0.1%
CHART INDU INC Common Stock	—	—	—	$4.6M	<0.1%
WHITECAP RESOURCES INC Common Stock	—	—	—	$4.5M	<0.1%
ENCOMPASS HEALTH CORP Common Stock	—	—	—	$4.5M	<0.1%
GLAUKOS CORP Common Stock	—	—	—	$4.4M	<0.1%
TPG INC Common Stock	—	—	—	$4.4M	<0.1%
FORTIVE CORP Common Stock	—	—	—	$4.4M	<0.1%
WILLSCOT HLDGS CORPTotal William Blair Small-Mid Cap Growth Separately Managed AccountCommon Stock	—	—	—	$4.4M	<0.1%
WESTERN ALLIANCE BANCORP Common Stock	—	—	—	$4.3M	<0.1%
CAMECO CORP Common Stock	—	—	—	$4.2M	<0.1%
AMICUS THERAPEUTICS INC Common Stock	—	—	—	$4.2M	<0.1%
LANCASTER COLONY CORP Common Stock	—	—	—	$4.1M	<0.1%
CURTISS WRIGHT CORPORATIO Common Stock	—	—	—	$4.1M	<0.1%
NOVANTA INC Common Stock	—	—	—	$4.0M	<0.1%
ADVANCED DRAINAGE SYS INC Common Stock	—	—	—	$3.9M	<0.1%
BWX TECH INC Common Stock	—	—	—	$3.9M	<0.1%
GUIDEWIRE SOFTWARE INC Common Stock	—	—	—	$3.9M	<0.1%
BALDWIN INSURANCE GROUP I Common Stock	—	—	—	$3.8M	<0.1%
BURLINGTON STORES INC Common Stock	—	—	—	$3.6M	<0.1%
TWIST BIOSCIENCE CORP Common Stock	—	—	—	$3.6M	<0.1%
ACADIA HEALTHCARE CO INC Common Stock	—	—	—	$3.5M	<0.1%
FIRSTSVCS CORP Common Stock	—	—	—	$3.3M	<0.1%
MADRIGAL PHARMACEUTICALS Common Stock	—	—	—	$3.2M	<0.1%
LOUISIANA PACIFIC CORP Common Stock	—	—	—	$3.2M	<0.1%
CREDO TECH GROUP HLDGS LT Common Stock	—	—	—	$3.2M	<0.1%
EAGLE MATERIALS INC Common Stock	—	—	—	$3.1M	<0.1%
REVOLVE GROUP INC Common Stock	—	—	—	$3.1M	<0.1%
AVANTOR INC Common Stock	—	—	—	$2.9M	<0.1%
BIO TECHNE CORP Common Stock	—	—	—	$2.8M	<0.1%
LATTICE SEMICONDUCTOR COR Common Stock	—	—	—	$2.8M	<0.1%
GLOBUS MEDICAL INC Common Stock	—	—	—	$2.6M	<0.1%
VARONIS SYS INC Common Stock	—	—	—	$2.5M	<0.1%
William Blair Small-Mid Cap Growth Separately Managed Account BLACKROCK LIQ FDS FED FUND INST Money Market/Mutual Fund	—	—	—	$2.4M	<0.1%
KOSMOS ENERGY LTD Common Stock	—	—	—	$2.3M	<0.1%
PARSONS CORP Common Stock	—	—	—	$2.3M	<0.1%
RANGE RESOURCES CORP Common Stock	—	—	—	$2.1M	<0.1%
FOX FACTORY HLDGS CORP Common Stock	—	—	—	$2.0M	<0.1%
EVOLENT HEALTH INC A Common Stock	—	—	—	$2.0M	<0.1%
LIFEPATH INDEX 2070 F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 99-3702781 / PN 001	Common Collective Trust	—	—	$808K	<0.1%
MERIT MEDICAL SYS INC Common Stock	—	—	—	$333K	<0.1%
CANADIAN DOLLAR Currency	—	—	—	$27K	<0.1%
ABIOMED INC CVR Common Stock	—	—	—	$27K	<0.1%
LIFEPATH INDEX 2025 F BLACKROCK INST. TRUST COMPANY, N.A. · EIN 20-5114920 / PN 001	Common Collective Trust	—	—	$0	<0.1%