Allen CHIU signed Apple Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apple Inc.'s EIN is 94-2404110.
Download the official 2024 Form 5500 (PDF) for Apple Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apple Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MGMT | 47-2614791 | — | NONE | $2.6M | — |
| MARINER WEALTH ADVISORS, LLC | 20-4553256 | — | NONE | $59K | — |
| SFMG WEALTH ADVISORS | 82-3762916 | — | NONE |
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.
| $10K |
| — |
| ABSOLUTE CAPITAL MGMT | 25-1879568 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 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 | — |
| 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 | — |
| CREATIVE PLANNING | 43-1270780 | — | NONE | $10K | — |
| DYNAMIC WEALTH | 26-3945222 | — | NONE | $7K | — |
| PI | % 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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $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% | Bonds / Notes | — | — | $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 | Common Stocks | — | — | $25.7M | 0.1% | |
| ENTERGY CORP Common Stock | Common Stocks | — | — | $25.4M | 0.1% | |
| AIR PRODUCTS & CHEMICALS Common Stock | Common Stocks | — | — | $23.4M | <0.1% | |
| BANK OF AMERICA CORPORATI Common Stock | Common Stocks | — | — | $22.9M | <0.1% | |
| KEURIG DR PEPPER INC Common Stock | Common Stocks | — | — | $22.0M | <0.1% | |
| FIDELITY NATL INFORM SVCS Common Stock | Mutual Funds | — | — | $21.4M | <0.1% | |
| PHILIP MORRIS INTL INC Common Stock | Common Stocks | — | — | $21.2M | <0.1% | |
| LAS VEGAS SANDS CORP Common Stock | Common Stocks | — | — | $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 | Common Stocks | — | — | $20.0M | <0.1% | |
| WRAPPER Other | Stable Value | — | — | $18.6M | <0.1% | |
| QUALCOMM INC Common Stock | Common Stocks | — | — | $17.6M | <0.1% | |
| CRH PLC Common Stock | Common Stocks | — | — | $17.2M | <0.1% | |
| JOHNSON CONTROLS INTL PLC Common Stock | Common Stocks | — | — | $17.2M | <0.1% | |
| LITHIA MOTORS INC CL A Common Stock | Common Stocks | — | — | $17.1M | <0.1% | |
| AVANTOR INC Common Stock | Common Stocks | — | — | $16.6M | <0.1% | |
| XCEL ENERGY INC Common Stock | Common Stocks | — | — | $16.3M | <0.1% | |
| EXXON MOBIL CORP Common Stock | Common Stocks | — | — | $16.3M | <0.1% | |
| COMCAST CORP CL A Common Stock | Common Stocks | — | — | $16.1M | <0.1% | |
| BHMS Large Cap Value Equity Separately Managed Account BLACKROCK LIQ FDS FED FUND INST Money Market/Mutual Fund | Cash / Money Market | — | — | $15.2M | <0.1% | |
| VICI PPTYS INC Common Stock | Common Stocks | — | — | $14.3M | <0.1% | |
| SANOFI SPON ADR Common Stock | Common Stocks | — | — | $13.9M | <0.1% | |
| AMERICAN EXPRESS CO Common Stock | Common Stocks | — | — | $13.9M | <0.1% | |
| PINNACLE WEST CAPITAL COR Common Stock | Common Stocks | — | — | $13.9M | <0.1% | |
| UNITEDHEALTH GROUP INC Common Stock | Common Stocks | — | — | $13.2M | <0.1% | |
| MERCK & CO INC NEW Common Stock | Common Stocks | — | — | $13.2M | <0.1% |
