Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Roark Capital Partners IV LP in their Schedule of Assets, totaling $114.9M 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 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $66.0M |
| 2 | SHELL USA, INC. SHELL PENSION PLAN | HOUSTON TX | 11,963 | $9.7B | $43.9M |
| 3 | ADAMS STREET PARTNERS, LLC ADAMS STREET GLOBAL SECONDARY FUND 6 LP |
| 0 |
| $783.2M |
| $3.5M |
| 4 | ADAMS STREET PARTNERS, LLC ADAMS STREET 2020 US FUND LP | CHICAGO IL | 0 | $441.5M | $693K |
| 5 | ADAMS STREET PARTNERS, LLC ADAMS STREET 2020 NON-US FUND LP | CHICAGO IL | 0 | $246.8M | $441K |
| 6 | ADAMS STREET PARTNERS, LLC ADAMS STREET RSP II LP | CHICAGO IL | 0 | $445.3M | $343K |
