Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FRANCISCO PARTNERS AGILITY II-A, L.P. in their Schedule of Assets, totaling $9.2M 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 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY PENSION TRUST | VANDALIA OH | 3,646 | $1.2B | $7.8M |
| 2 | SIMPSON THACHER & BARTLETT LLP CASH BALANCE PLAN FOR PARTNERS & SR. STAFF OF STB LLP | NEW YORK NY | 141 | $172.0M | $1.3M |