Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding GEORGETOWN FUND (E) LTD CLASS X SRS 1 in their Schedule of Assets, totaling $12.4M 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 | BOT - OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST PENSION PLAN OF THE OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST | PORTLAND OR | 1,578 | $528.6M | $12.4M |
