Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Grosvenor Institutional Partners in their Schedule of Assets, totaling $42.3M 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 | BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLAN UFCW UNION LOCAL NO. 655, FOOD EMPLOYER'S JOINT PE | BALLWIN MO | 6,048 | $779.9M | $19.8M |
| 2 | 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 | $18.8M |
| 3 |
WILSONVILLE OR |
| 64 |
| $46.6M |
| $3.7M |