Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIPS INDEX in their Schedule of Assets, totaling $67.6M 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 | NOVARTIS CORPORATION NOVARTIS CORPORATION DC MASTER TRUST | EAST HANOVER NJ | 0 | $9.8B | $40.0M |
| 2 | ALCON VISION, LLC ALCON MASTER TRUST | FORT WORTH TX | — | $4.0B | $15.8M |
| 3 | ALCON VISION, LLC ALCON 401(K) SAVINGS PLAN | FORT WORTH |
| 9,631 |
| $2.9B |
| $11.7M |
| 4 | ALCON PUERTO RICO INC. ALCON PUERTO RICO SAVINGS AND RETIREMENT PLAN | FORT WORTH TX | 30 | $31.2M | $125K |
