Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Equity Index Fund E in their Schedule of Assets, totaling $17.0B 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 | JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE 401(K) SAVINGS PLAN | JERSEY CITY NJ | 185,310 | $52.9B | $13.1B |
| 2 | 3M COMPANY 3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN | ST. PAUL MN | 21,780 | $10.6B | $1.6B |
| 3 | ELI LILLY AND COMPANY |
INDIANAPOLIS IN |
| — |
| $13.5B |
| $1.1B |
| 4 | ELI LILLY AND COMPANY THE LILLY EMPLOYEE 401(K) PLAN | INDIANAPOLIS IN | 21,803 | $13.1B | $1.1B |
| 5 | LILLY DEL CARIBE, INC. THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO | CAROLINA PR | 1,145 | $519.3M | $44.9M |
| 6 | FOX CORPORATION FOX MASTER TRUST | NEW YORK NY | — | $889.3M | $17.2M |
| 7 | CITIBANK, N.A. PUERTO RICO, A SUBSIDIARY OF CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO | STAMFORD CT | 103 | $50.1M | $11.5M |
