Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Eli Lilly and Company Common stock in their Schedule of Assets, totaling $520K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | WALNUT CREEK CA | 431 | $109.4M | $223K |
| 2 | CASCADE HEALTH RETIREMENT PLAN FOR EMPLOYEES OF MCKENZIE-WILLAMETTE HOSPITAL | EUGENE OR | 82 | $27.8M | $170K |
| 3 | JASMINE VINEYARDS, INC. |
DELANO CA |
| 548 |
| $11.2M |
| $90K |
| 4 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BRENHAM TX | 3,921 | $40.7M | $32K |
| 5 | M.A. FORD MFG. CO., INC. M.A. FORD MFG. CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | DAVENPORT IA | 227 | $80.0M | $5K |