Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Direct Investments 77,988 A CPEC, 519,923 B CPEC, 300 Class A in their Schedule of Assets, totaling $621K 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 VII EMERGING MARKETS FUND L.P. HIPEP VII EMERGING MARKETS FUND L.P. | BOSTON MA | — | $33.6M | $520K |
| 2 | NATIONAL GRID USA SERVICE COMPANY, INC. KEYSPAN CORPORATION PENSION MASTER TRUST | BROOKLYN NY | — | $4.1B | $67K |
| 3 | NATIONAL GRID USA SERVICE COMPANY, INC. |
BROOKLYN NY |
| 3,627 |
| $1.2B |
| $34K |
