Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Total Direct Investment held at December 31, 2024 in their Schedule of Assets, totaling $73.6M 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 REAL ASSETS FUND III LP HARBOURVEST REAL ASSETS FUND III LP | BOSTON MA | — | $294.4M | $71.5M |
| 2 | HIPEP VII EMERGING MARKETS FUND L.P. HIPEP VII EMERGING MARKETS FUND L.P. | BOSTON MA | — | $33.6M | $1.8M |
| 3 | NATIONAL GRID USA SERVICE COMPANY, INC. |
BROOKLYN NY |
| — |
| $4.1B |
| $227K |
| 4 | NATIONAL GRID USA SERVICE COMPANY, INC. NIAGARA MOHAWK PENSION PLAN | BROOKLYN NY | 3,627 | $1.2B | $114K |
