Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Montauk Trigaurd Fund VIII L.P. Interest in Limited Partnership in their Schedule of Assets, totaling $5.2M 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 | LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND OR | 6,051 | $865.4M | $5.2M |
