Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Thoma Bravo Fund Xiv-A Lp in their Schedule of Assets, totaling $86.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $57.5M |
| 2 | SHELL USA, INC. SHELL PENSION PLAN | HOUSTON TX | 11,963 | $9.7B | $12.2M |
| 3 | BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND LEGACY PLAN OF THE NATIONAL RETIREMENT FUND |
WHITE PLAINS NY |
| 8,379 |
| $1.9B |
| $11.1M |
| 4 | AARP AARP EMPLOYEES' PENSION PLAN | WASHINGTON DC | 2,180 | $1.6B | $5.5M |
