Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Project Charlotte (HV Charlotte Holding L.P.) partnership investment in their Schedule of Assets, totaling $303K 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 PARTNERS IX-VENTURE FUND L.P. HARBOURVEST PARTNERS IX-VENTURE FUND L.P. | BOSTON MA | — | $1.1B | $303K |
