Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Eli Lilly Co Common stocks in their Schedule of Assets, totaling $17.2M 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 | MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED | RAHWAY NJ | — | $14.6B | $16.4M |
| 2 | IBEW LOCAL 505 NECA PENSION PLAN IBEW LOCAL 505 NECA PENSION PLAN | MOBILE AL | 385 | $64.1M | $622K |
| 3 | MIDDLESEX WATER COMPANY |
ISELIN NJ |
| 78 |
| $99.7M |
| $88K |
| 4 | COUNCIL ON THE ENVIRONMENT, INC. COUNCIL ON THE ENVIRONMENT, INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 96 | $4.7M | $71K |
