Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Helios Investors III, L.P. partnership investment in their Schedule of Assets, totaling $18.6M 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 PARTNERSHIP FUND L.P. HIPEP VII PARTNERSHIP FUND L.P. | BOSTON MA | — | $926.1M | $13.2M |
| 2 | HIPEP VII EMERGING MARKETS FUND L.P. HIPEP VII EMERGING MARKETS FUND L.P. | BOSTON MA | — | $33.6M | $4.0M |
| 3 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST |
OMAHA NE |
| — |
| $4.6B |
| $641K |
| 4 | NATIONAL GRID USA SERVICE COMPANY, INC. KEYSPAN CORPORATION PENSION MASTER TRUST | BROOKLYN NY | — | $4.1B | $511K |
| 5 | NATIONAL GRID USA SERVICE COMPANY, INC. NIAGARA MOHAWK PENSION PLAN | BROOKLYN NY | 3,627 | $1.2B | $256K |
