Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Eli Lilly & Company in their Schedule of Assets, totaling $2.1M 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 | HERBERT SMITH FREEHILLS KRAMER (US) LLP KRAMER LEVIN NAFTALIS & FRANKEL MASTER TRUST | NEW YORK NY | — | $776.2M | $1.3M |
| 2 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $638K |
| 3 | BPS LOCAL 91 PENSION FUND |
BIRMINGHAM AL |
| 389 |
| $31.2M |
| $47K |
| 4 | HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN | ATKINS AR | 21 | $4.9M | $36K |
| 5 | EATON STEEL BAR COMPANY GOODMAN COMPANIES RETIREMENT PROFIT SHARING PLAN | OAK PARK MI | 140 | $28.4M | $23K |
| 6 | COLONY BRANDS, INC. COLONY BRANDS, INC. PENSION PLAN | MONROE WI | 1,706 | $60.1M | $20K |