Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Berkshire Fund IX, L.P. in their Schedule of Assets, totaling $90.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ADAMS STREET PARTNERS, LLC ADAMS STREET GLOBAL SECONDARY FUND 6 LP | CHICAGO IL | 0 | $783.2M | $24.6M |
| 2 | ADAMS STREET PARTNERS, LLC ADAMS STREET 2014 US FUND LP | CHICAGO IL | 0 | $482.5M | $21.3M |
| 3 | ADAMS STREET PARTNERS, LLC ADAMS STREET 2015 US FUND LP |
CHICAGO IL |
| 0 |
| $469.3M |
| $18.1M |
| 4 | ADAMS STREET PARTNERS, LLC ADAMS STREET 2013 US FUND LP | CHICAGO IL | 0 | $391.4M | $15.8M |
| 5 | ADAMS STREET PARTNERS, LLC ADAMS STREET 2019 US FUND LP | CHICAGO IL | 0 | $490.2M | $3.6M |
| 6 | ADAMS STREET PARTNERS, LLC ADAMS STREET 2019 NON-US FUND LP | CHICAGO IL | 0 | $260.4M | $2.3M |
| 7 | ADAMS STREET PARTNERS, LLC ADAMS STREET 2020 US FUND LP | CHICAGO IL | 0 | $441.5M | $1.6M |
| 8 | ADAMS STREET PARTNERS, LLC ADAMS STREET RSP II LP | CHICAGO IL | 0 | $445.3M | $1.1M |
| 9 | ADAMS STREET PARTNERS, LLC ADAMS STREET 2020 NON-US FUND LP | CHICAGO IL | 0 | $246.8M | $1.0M |
| 10 | ADAMS STREET PARTNERS, LLC ASP 2017 SEC AIV US LP | CHICAGO IL | 0 | $17.8M | $700K |
