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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: New York, NY HQ: New York, NY

BNY Mellon Employee Retirement Plan Trust

$6.1B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($410.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Secondaries, Private Credit, Growth Equity, Private Equity (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
$410.4M
Total AUM: $6.1B
Median Disclosed Amount
$20.0M
Range: $10.0M – $30.0M
Disclosed Fund Multiples
13.5% Mean IRR (n=14) · 1.57x Mean TVPI (n=14)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — BNY Mellon Employee Retirement 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
Cinven Eighth Fund, L.P. Buyout 2025
$25.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
American Securities Partners IX, L.P. Buyout 2025
$24.2M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
Ares Senior Direct Lending Fund III, L.P. Direct Lending 2025
$21.3M
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
$19.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing
BIG RE Fund III Real Estate 2025
$10.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC EDGAR Filing

Forward-Looking Searches, Pacing Plans & Governance Updates — BNY Mellon Employee 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

BNY Mellon Employee Retirement Plan Trust (Corporate Pension Plan, $6.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 11.5% vs. 11.0% Actual; $30.5M Unallocated Target Bandwidth). DOL Form 5500 Master Trust & SEC Form 10-K Note (CIK 0001390777, $6.1B plan assets): Active LDI private credit (12.0% target), core/mid-market buyout (11.5% target), infrastructure, and PE secondaries pacing ($15M-$75M checks). Gatekeeper / Intake Conduit: Cambridge Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — BNY Mellon Employee Retirement Plan Trust

773 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as BNY Mellon Employee Retirement Plan Trust (21 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 9 Shared Vehicles

Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New Mountain Partnersd Fund VII (2023 Vintage)
BNY Mellon Employee Retirement Plan Trust: $22.5M · SEC EDGAR Filing
Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory: $72.5M · SEC Form ADV 7.B

Additional shared vehicles: New York Credit SBIC Fund II, LP (2022 Vintage) · New York Balanced Pool Asia Investors IV, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Investure

OCIO / Wealth RIA Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New York Credit SBIC Fund II, LP (2022 Vintage)
BNY Mellon Employee Retirement Plan Trust: $24.8M · SEC EDGAR Filing
Investure: $76.0M · SEC Form ADV 7.B

Additional shared vehicles: New Mountain Partnersd Fund VII (2023 Vintage) · New York Balanced Pool Asia Investors IV, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
New York Balanced Pool Asia Investors IV, LP (2021 Vintage)
BNY Mellon Employee Retirement Plan Trust: $18.8M · SEC EDGAR Filing
Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust: $20.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: New Mountain Partnersd Fund VII (2023 Vintage) · New York Credit SBIC Fund II, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+770 Additional Institutional LPs Report Shared Vehicles with BNY Mellon Employee Retirement Plan Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for BNY Mellon Employee Retirement Plan Trust

You are viewing 5 open public preview records (out of 21 total tracked records for BNY Mellon Employee Retirement 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 (773 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by BNY Mellon Employee Retirement Plan Trust

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

Frequently Asked Questions: BNY Mellon Employee Retirement Plan Trust

What type of institutional allocator is BNY Mellon Employee Retirement Plan Trust and what is their typical disclosed ticket size?

BNY Mellon Employee Retirement Plan Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 21 historical disclosure records tracked on Prilago ($410.4M total parsed USD across disclosed rows), the median disclosed amount is $20.0M (range: $10.0M to $30.0M).

Which private-market strategies appear in BNY Mellon Employee Retirement Plan Trust's public disclosures?

BNY Mellon Employee Retirement Plan Trust has disclosed records across Buyout, Secondaries, Private Credit, Growth Equity, Private Equity. Open preview records include Cinven Eighth Fund, L.P. (2025 Vintage), American Securities Partners IX, L.P. (2025 Vintage), Ares Senior Direct Lending Fund III, L.P. (2025 Vintage), Summit Partners Europe Growth Equity Fund IV, L.P. (2025 Vintage).

How are BNY Mellon Employee Retirement Plan Trust's historical records substantiated and separated from active searches on Prilago?

Records for BNY Mellon Employee 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 BNY Mellon Employee Retirement Plan Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bny-mellon-employee-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 BNY Mellon Employee Retirement Plan Trust?

In Prilago's bilateral commitment graph, BNY Mellon Employee Retirement Plan Trust shares resolved underlying fund vehicles with 773 institutional LPs across 21 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 Elmhurst Chesapeake Bay Prescott Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. New Mountain Partnersd Fund VII (2023 Vintage)), Investure (9 shared vehicles, e.g. New York Credit SBIC Fund II, LP (2022 Vintage)), Halifax Gettysburg Stanfield Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. New York Balanced Pool Asia Investors IV, LP (2021 Vintage)).

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