Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Eli Lilly and Company in their Schedule of Assets, totaling $3.6B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELI LILLY AND COMPANY LILLY SAVINGS PLAN MASTER TRUST FUND B | INDIANAPOLIS IN | — | $13.5B | $3.6B |
| 2 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $19.1M |
| 3 | KINDER MORGAN, INC. KINDER MORGAN RETIREMENT PLAN MASTER TRUST |
HOUSTON TX |
| — |
| $1.7B |
| $404K |
| 4 | SCHLUMBERGER TECHNOLOGY CORPORATION SCHLUMBERGER GROUP WELFARE BENEFITS PLAN | HOUSTON TX | 13,185 | $790.1M | $289K |
| 5 | CLAXTON-HEPBURN MEDICAL CENTER RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON-HEPBURN MEDICAL CENTER | OGDENSBURG NY | 105 | $37.0M | $116K |
| 6 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | WALNUT CREEK CA | 431 | $109.4M | $48K |
| 7 | QUADIENT INC. QUADIENT INC. 401(K) PLAN | MILFORD CT | 1,573 | $282.5M | $14K |
| 8 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $13K |
