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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Charlotte, NC

Bank of America Corporation Pension Plan Trust

$15.8B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($984.5M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Secondaries, Direct Lending (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
21
5 Open Source Trails Below
Sum of Disclosed Rows
$984.5M
Total AUM: $15.8B
Median Disclosed Amount
$49.4M
Range: $30.0M – $66.9M
Disclosed Fund Multiples
13.4% Mean IRR (n=14) · 1.55x Mean TVPI (n=14)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Bank of America Corporation Pension Plan Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Disclosed Amount Disclosed Performance Primary Source Trail
Strategic Partners Fund X, L.P. Secondaries 2025
$58.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Madison Dearborn Capital Partners IX, L.P. Buyout 2025
$55.2M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Crescent Direct Lending Fund IV, L.P. Direct Lending 2025
$55.2M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
HPS Corporate Lending Fund VII Private Credit 2025
$49.4M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Monroe Capital Private Credit Fund V Private Credit 2024
$50.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing

Forward-Looking Searches, Pacing Plans & Governance Updates — Bank of America Corporation Pension Plan Trust

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Bank of America Corporation Pension Plan Trust (Corporate Pension Plan, $15.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 11.5% vs. 11.3% Actual; $31.6M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0000070858, $15.8B plan assets): Active LDI private credit (12.5% target), core/mid-market buyout (11.5% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: NEPC.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bank of America Corporation Pension Plan Trust

754 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bank of America Corporation Pension Plan Trust (20 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Syzygy Asset Management

OCIO / Wealth RIA Newport Beach, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PIMCO BRAVO Fund VI (2025 Vintage)
Bank of America Corporation Pension Plan Trust: $51.2M · SEC EDGAR Filing
Syzygy Asset Management: $52.8M · SEC Form ADV 7.B

Additional shared vehicles: PIMCO Commercial Real Estate Debt Fund V (2024 Vintage) · PGIM Real Estate U.S. Impact Value Partners, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Cranbrook Aroostook Winchester Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PIMCO Commercial Real Estate Debt Fund V (2024 Vintage)
Bank of America Corporation Pension Plan Trust: $32.8M · SEC EDGAR Filing
Cranbrook Aroostook Winchester Private Markets Primary & GP Seeder Fund-of-Funds: $40.8M · SEC Form ADV 7.B

Additional shared vehicles: PIMCO BRAVO Fund VI (2025 Vintage) · PGIM Real Estate U.S. Impact Value Partners, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Calamos Advisors

OCIO / Wealth RIA Naperville, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PGIM Real Estate U.S. Impact Value Partners, LP (2022 Vintage)
Bank of America Corporation Pension Plan Trust: $34.0M · SEC EDGAR Filing
Calamos Advisors: $118.5M · SEC Form ADV 7.B

Additional shared vehicles: PIMCO BRAVO Fund VI (2025 Vintage) · PIMCO Commercial Real Estate Debt Fund V (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+751 Additional Institutional LPs Report Shared Vehicles with Bank of America Corporation Pension Plan Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Bank of America Corporation Pension Plan Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Bank of America Corporation Pension Plan Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (754 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Bank of America Corporation Pension Plan Trust

Real Estate LPs →Buyout LPs →Private Credit LPs →Secondaries LPs →Direct Lending LPs →

Frequently Asked Questions: Bank of America Corporation Pension Plan Trust

What type of institutional allocator is Bank of America Corporation Pension Plan Trust and what is their typical disclosed ticket size?

Bank of America Corporation Pension Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Charlotte, NC). Across 21 historical disclosure records tracked on Prilago ($984.5M total parsed USD across disclosed rows), the median disclosed amount is $49.4M (range: $30.0M to $66.9M).

Which private-market strategies appear in Bank of America Corporation Pension Plan Trust's public disclosures?

Bank of America Corporation Pension Plan Trust has disclosed records across Real Estate, Buyout, Private Credit, Secondaries, Direct Lending. Open preview records include Strategic Partners Fund X, L.P. (2025 Vintage), Madison Dearborn Capital Partners IX, L.P. (2025 Vintage), Crescent Direct Lending Fund IV, L.P. (2025 Vintage), HPS Corporate Lending Fund VII (2025 Vintage).

How are Bank of America Corporation Pension Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for Bank of America Corporation Pension Plan Trust cite primary public disclosures (SEC EDGAR Filing), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Bank of America Corporation Pension Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bank-of-america-corporation-pension-plan-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Bank of America Corporation Pension Plan Trust?

In Prilago's bilateral commitment graph, Bank of America Corporation Pension Plan Trust shares resolved underlying fund vehicles with 754 institutional LPs across 20 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Syzygy Asset Management (8 shared vehicles, e.g. PIMCO BRAVO Fund VI (2025 Vintage)), Cranbrook Aroostook Winchester Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. PIMCO Commercial Real Estate Debt Fund V (2024 Vintage)), Calamos Advisors (7 shared vehicles, e.g. PGIM Real Estate U.S. Impact Value Partners, LP (2022 Vintage)).

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