Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BDC IV LP partnership investment in their Schedule of Assets, totaling $40.8M 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 | HIPEP VIII PARTNERSHIP FUND L.P. HIPEP VIII PARTNERSHIP FUND L.P. | BOSTON MA | — | $1.1B | $22.0M |
| 2 | HARBOURVEST NEW STREET FUND L.P. HARBOURVEST NEW STREET FUND L.P. | BOSTON MA | — | $1.1B | $8.9M |
| 3 | HARBOURVEST REYNOLDS FUND I L.P. HARBOURVEST REYNOLDS FUND I L.P. |
BOSTON MA |
| — |
| $570.4M |
| $8.9M |
| 4 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST | OMAHA NE | — | $4.6B | $969K |
