Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Extended Equity Market Fund E in their Schedule of Assets, totaling $925.2M 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 | ELI LILLY AND COMPANY LILLY SAVINGS PLAN MASTER TRUST FUND B | INDIANAPOLIS IN | — | $13.5B | $311.3M |
| 2 | ELI LILLY AND COMPANY THE LILLY EMPLOYEE 401(K) PLAN | INDIANAPOLIS IN | 21,803 | $13.1B | $307.2M |
| 3 | 3M COMPANY 3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN |
ST. PAUL MN |
| 21,780 |
| $10.6B |
| $294.6M |
| 4 | LILLY DEL CARIBE, INC. THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO | CAROLINA PR | 1,145 | $519.3M | $12.2M |
