Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Morgenthaler Partners VII, L.P. in their Schedule of Assets, totaling $463 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 | BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND | WILMINGTON MA | 10,412 | $3.8B | $139 |
| 2 | BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUND N. ATLANTIC STATES CARP. PENSION FUND | WILMINGTON MA | 16,341 | $5.1B | $92 |
| 3 | GIRL SCOUTS OF THE USA |
NEW YORK NY |
| 987 |
| $430.1M |
| $73 |
| 4 | BOARD OF TRUSTEES, OREGON RETAIL EMPLOYEES PENSION OREGON RETAIL EMPLOYEES PENSION PLAN | TUALATIN OR | 20,731 | $1.1B | $63 |
| 5 | BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENT CIC-TOC PENSION PLAN | SEATTLE WA | 42 | $183.5M | $46 |
| 6 | BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENT LUMBER INDUSTRY PENSION PLAN | SEATTLE WA | 0 | $255.2M | $23 |
| 7 | BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PA IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA | PITTSBURGH PA | 1,004 | $296.8M | $14 |
| 8 | GIRL SCOUTS OF THE USA GIRL SCOUTS OF THE USA RETIREMENT PLAN | NEW YORK NY | 30 | $80.0M | $13 |
