Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Ampersand 2020 Limited Partnership partnership investment in their Schedule of Assets, totaling $24.6M 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 | HARBOURVEST PARTNERS XI VENTURE FUND L. P. HARBOURVEST PARTNERS XI VENTURE FUND L. P. | BOSTON MA | — | $902.4M | $16.9M |
| 2 | HARBOURVEST NEW STREET FUND L.P. HARBOURVEST NEW STREET FUND L.P. | BOSTON MA | — | $1.1B | $3.9M |
| 3 | HARBOURVEST REYNOLDS FUND I L.P. |
BOSTON MA |
| — |
| $570.4M |
| $3.9M |
