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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: New York / Tri-State HQ: Franklin Lakes, NJ

Becton Dickinson (BD) Retirement Plan Trust

$3.5B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($241.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Direct Lending, Growth Equity, Secondaries (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
15
5 Open Source Trails Below
Sum of Disclosed Rows
$241.3M
Total AUM: $3.5B
Median Disclosed Amount
$14.9M
Range: $10.0M – $25.0M
Disclosed Fund Multiples
13.4% Mean IRR (n=8) · 1.44x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Becton Dickinson (BD) Retirement Plan Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Ares Senior Direct Lending Fund III, L.P. Direct Lending 2025
$15.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Summit Partners Europe Growth Equity Fund IV, L.P. Growth Equity 2025
$14.9M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Cinven Eighth Fund, L.P. Buyout 2025
$13.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
HarbourVest Dover Street XI, L.P. Secondaries 2025
$13.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
MC Credit Fund IV Private Credit 2024
$20.0M
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 — Becton Dickinson (BD) Retirement Plan Trust

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

Allocation-Policy / Pacing Update

Becton Dickinson (BD) Retirement Plan Trust (Franklin Lakes, NJ) committed $13.1M to HarbourVest Dover Street XI, L.P. (Secondaries sleeve) under its 2025 private markets pacing program ($28.0M allocation gap toward a 10.0% target, advised by NEPC).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-19

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Becton Dickinson (BD) Retirement Plan Trust

856 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Becton Dickinson (BD) Retirement Plan Trust (15 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 7 Shared Vehicles

Barrow Hanley Global Investors

OCIO / Wealth RIA Dallas, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Ares Senior Direct Lending III (2025 Vintage)
Becton Dickinson (BD) Retirement Plan Trust: $15.8M · SEC EDGAR Filing
Barrow Hanley Global Investors: $289.7M · SEC Form ADV 7.B

Additional shared vehicles: Summit Partners Europe Growth Equity Fund IV, L.P. (2025 Vintage) · Cinven Eighth Fund (2025 Vintage)

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

1607 Capital Partners

OCIO / Wealth RIA Richmond, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Summit Partners Europe Growth Equity Fund IV, L.P. (2025 Vintage)
Becton Dickinson (BD) Retirement Plan Trust: $14.9M · SEC EDGAR Filing
1607 Capital Partners: $17.8M · SEC Form ADV 7.B

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Cinven Eighth Fund (2025 Vintage)

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

Berges Family Foundation

Private Foundation Vero Beach, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cinven Eighth Fund (2025 Vintage)
Becton Dickinson (BD) Retirement Plan Trust: $13.8M · SEC EDGAR Filing
Berges Family Foundation: $3.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Ares Senior Direct Lending III (2025 Vintage) · Summit Partners Europe Growth Equity Fund IV, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+853 Additional Institutional LPs Report Shared Vehicles with Becton Dickinson (BD) Retirement Plan Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Becton Dickinson (BD) Retirement Plan Trust

You are viewing 5 open public preview records (out of 15 total tracked records for Becton Dickinson (BD) Retirement Plan Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (856 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Becton Dickinson (BD) Retirement Plan Trust

Buyout LPs →Private Credit LPs →Direct Lending LPs →Growth Equity LPs →Secondaries LPs →

Frequently Asked Questions: Becton Dickinson (BD) Retirement Plan Trust

What type of institutional allocator is Becton Dickinson (BD) Retirement Plan Trust and what is their typical disclosed ticket size?

Becton Dickinson (BD) Retirement Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: New York / Tri-State; Headquarters: Franklin Lakes, NJ). Across 15 historical disclosure records tracked on Prilago ($241.3M total parsed USD across disclosed rows), the median disclosed amount is $14.9M (range: $10.0M to $25.0M).

Which private-market strategies appear in Becton Dickinson (BD) Retirement Plan Trust's public disclosures?

Becton Dickinson (BD) Retirement Plan Trust has disclosed records across Buyout, Private Credit, Direct Lending, Growth Equity, Secondaries. Open preview records include Ares Senior Direct Lending Fund III, L.P. (2025 Vintage), Summit Partners Europe Growth Equity Fund IV, L.P. (2025 Vintage), Cinven Eighth Fund, L.P. (2025 Vintage), HarbourVest Dover Street XI, L.P. (2025 Vintage).

How are Becton Dickinson (BD) Retirement Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for Becton Dickinson (BD) Retirement 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 Becton Dickinson (BD) Retirement Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/becton-dickinson-bd-retirement-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 Becton Dickinson (BD) Retirement Plan Trust?

In Prilago's bilateral commitment graph, Becton Dickinson (BD) Retirement Plan Trust shares resolved underlying fund vehicles with 856 institutional LPs across 15 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 Barrow Hanley Global Investors (7 shared vehicles, e.g. Ares Senior Direct Lending III (2025 Vintage)), 1607 Capital Partners (7 shared vehicles, e.g. Summit Partners Europe Growth Equity Fund IV, L.P. (2025 Vintage)), Berges Family Foundation (7 shared vehicles, e.g. Cinven Eighth Fund (2025 Vintage)).

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