Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Eli Lilly & Company Common Stock in their Schedule of Assets, totaling $7.4M 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 | MILLIKEN & COMPANY THE MILLIKEN RETIREMENT PLAN | SPARTANBURG SC | 5,691 | $1.4B | $6.0M |
| 2 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $486K |
| 3 | VEBA COMMITTEE, ATI-USW VEBA TRUST ATI-USW FLAT ROLLED PRODUCTS RETIREE HEALTH CARE PLAN |
PITTSBURGH PA |
| 0 |
| $79.0M |
| $347K |
| 4 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN | SAN FRANCISCO CA | 245 | $174.5M | $249K |
| 5 | VEBA COMMITTEE, ATI-USW VEBA TRUST ATI-USW SAC-MILLERSBURG RETIREE HEALTH CARE PLAN | PITTSBURGH PA | 0 | $31.8M | $135K |
| 6 | AGC OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND EMPLOYEE PENSION BENEFIT PLAN | SAN DIEGO CA | 316 | $24.2M | $100K |
| 7 | COMMITTEE USW/YOKOHAMA TIRE USW/YOKOHAMA TIRE RETIREES HEALTH CARE PLAN | PITTSBURGH PA | 0 | $18.5M | $77K |
| 8 | CNHI, LLC THE JOHNSTOWN TRIBUNE PUBLISHING COMPANY BARGAINING PENSION PLAN | MONTGOMERY AL | 9 | $7.0M | $16K |
| 9 | CNHI, LLC THE JOHNSTOWN TRIBUNE PUBLISHING COMPANY NON-BARGAINING PENSION PLAN | MONTGOMERY AL | 8 | $6.8M | $16K |
