Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding InvestCloud, Inc. in their Schedule of Assets, totaling $3.5M 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 | HARBOURVEST 2018 GLOBAL FUND L. P. HARBOURVEST 2018 GLOBAL FUND L. P. | BOSTON MA | — | $704.6M | $3.5M |
