Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Ethos U.S. Dollar Fund V-B in their Schedule of Assets, totaling $28K 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 | ADAMS STREET PARTNERS, LLC ADAMS STREET GLOBAL OPPORTUNITIES SECONDARY FUND II, LP | CHICAGO IL | 0 | $28.1M | $12K |
| 2 | ADAMS STREET PARTNERS, LLC ADAMS STREET 2011 EMERGING MARKETS FUND LP | CHICAGO IL | 0 | $94.1M | $9K |
| 3 | ADAMS STREET PARTNERS, LLC |
CHICAGO IL |
| 0 |
| $116.2M |
| $4K |
| 4 | ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2010 NON-U.S. EMERGING MARKETS FUND, L.P. | CHICAGO IL | 0 | $82.0M | $3K |
| 5 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST | OMAHA NE | — | $4.6B | $83 |
| 6 | INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA PA | 1,133 | $687.1M | $78 |
