Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Charlesbank Equity Fund IX in their Schedule of Assets, totaling $18.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE PNC FINANCIAL SERVICES GROUP, INC. THE PNC FINANCIAL SERVICES GROUP, INC. PENSION PLAN | PITTSBURGH PA | 51,855 | $5.5B | $10.3M |
| 2 | ADAMS STREET PARTNERS, LLC ADAMS STREET GLOBAL SECONDARY FUND 6 LP | CHICAGO IL | 0 | $783.2M | $6.8M |
| 3 | ADAMS STREET PARTNERS, LLC |
CHICAGO IL |
| 0 |
| $260.4M |
| $762K |
| 4 | ADAMS STREET PARTNERS, LLC ADAMS STREET RSP II LP | CHICAGO IL | 0 | $445.3M | $656K |
