Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding US TIPS Fund E in their Schedule of Assets, totaling $553.7M 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 | 3M COMPANY 3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN | ST. PAUL MN | 21,780 | $10.6B | $165.3M |
| 2 | ELI LILLY AND COMPANY LILLY SAVINGS PLAN MASTER TRUST FUND B | INDIANAPOLIS IN | — | $13.5B | $105.9M |
| 3 | ELI LILLY AND COMPANY THE LILLY EMPLOYEE 401(K) PLAN |
INDIANAPOLIS IN |
| 21,803 |
| $13.1B |
| $104.5M |
| 4 | JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE 401(K) SAVINGS PLAN | JERSEY CITY NJ | 185,310 | $52.9B | $97.6M |
| 5 | ALBERTSONS COMPANIES, INC. ALBERTSONS COMPANIES MASTER TRUST | BOISE ID | — | $8.0B | $40.2M |
| 6 | BLACKROCK, INC. BLACKROCK RETIREMENT SAVINGS PLAN | NEW YORK NY | 8,882 | $4.8B | $34.7M |
| 7 | LILLY DEL CARIBE, INC. THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO | CAROLINA PR | 1,145 | $519.3M | $4.1M |
| 8 | KIMBERLY-CLARK CORPORATION KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN | NEENAH WI | 11,273 | $5.0B | $590K |
| 9 | CITIBANK, N.A. PUERTO RICO, A SUBSIDIARY OF CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO | STAMFORD CT | 103 | $50.1M | $495K |
| 10 | COLGATE-PALMOLIVE COMPANY COLGATE-PALMOLIVE SAVINGS & INVESTMENT PLANS MASTER TRUST | NEW YORK NY | — | $2.3B | $237K |
