Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Trivest V in their Schedule of Assets, totaling $7.2M 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 | ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERSHIP FUND - 2010 U.S. FUND, L.P. | CHICAGO IL | 0 | $298.6M | $3.7M |
| 2 | ADAMS STREET PARTNERS, LLC ADAMS STREET 2011 US FUND LP | CHICAGO IL | 0 | $283.5M | $3.3M |
| 3 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST |
OMAHA NE |
| — |
| $4.6B |
| $60K |
| 4 | INDEPENDENCE BLUE CROSS, LLC PENSION PLAN OF INDEPENDENCE BLUE CROSS | PHILADELPHIA PA | 1,133 | $687.1M | $39K |
