Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Total Direct Investments held at December 31, 2024 in their Schedule of Assets, totaling $152.8M 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 | HIPEP VIII PARTNERSHIP FUND L.P. HIPEP VIII PARTNERSHIP FUND L.P. | BOSTON MA | — | $1.1B | $89.6M |
| 2 | HIPEP VII PARTNERSHIP FUND L.P. HIPEP VII PARTNERSHIP FUND L.P. | BOSTON MA | — | $926.1M | $55.0M |
| 3 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST |
OMAHA NE |
| — |
| $4.6B |
| $6.6M |
| 4 | HIPEP VII EUROPE FUND L.P. HIPEP VII EUROPE FUND L.P. | BOSTON MA | — | $135.6M | $1.6M |
