Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Eli Lilly & Co. Common Stock N/A N/A in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOINT BOARD OF TRUSTEES PLUMBERS UNION LOCAL 55 PENSION PLAN PLUMBERS UNION LOCAL NO. 55 PENSION PLAN | BROOKLYN HEIGHTS OH | 0 | — | $734K |
| 2 | SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION SAMBA BENEFIT PLAN | ROCKVILLE MD | 108,563 | $200.7M | $570K |
| 3 | GERDAU AMERISTEEL US UNION RETIREE HEALTH BENEFITS TRUST |
PITTSBURGH PA |
| 21 |
| $39.9M |
| $193K |
